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Spiritus Financial Planning

Windsor, CA
United States
Member since: 06/23/2009

About Us

Serving clients from coast to coast, Spiritus Financial Planning is a California registered investment advisory firm founded by Mark Zaifman in 2003. His intention is to bring fee-only, values-based financial planning services not just to the wealthy, but to all of us. Spiritus' holistic approach to financial planning is both light-hearted and respectful of the profound and often conflicted issues money can raise in one's life. By focusing on bringing your money and your life in alignment with your values, Spiritus will help you develop sound financial strategies that can add more to your net worth than a lifetime of work.

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