Intuitive, Intentional Investing
Specializing in a wide variety of financial services
At Lagunitas Asset Management in El Dorado Hills, California, we build custom investment portfolios through intentional financial planning, which we base on the visions that each client has for their Family, Business, and Community. By investing prudently, it is our goal to help them create generational wealth, one that stands the test of time, and provides a lasting legacy.
As a fee-only Registered Investment Advisory firm, we do not charge commissions. As investments that we make on behalf of others mostly rise and sometimes fall over time, so does our fee-based compensation, which aligns our interests with those of our clientele. It is of the highest importance that only the most prudent investments are chosen for each of our clients, and it is our promise that their best interests are our top priority. This is how we deliver The "White Glove" Treatment to all of our investment clientele.
CORE AREAS OF EXPERTISE
Cash Flow Projections
Our principal focus at Lagunitas Asset Management is to propel our clients towards financial success, by utilizing the best methods available while serving as their financial concierge. With decades of experience in handling private investment portfolios, we possess critical knowledge of the intricate nature of financial markets and emotional habits of investors, which empowers our clientele to make more intelligent and informed decisions.
In June of 2013, we received approval as a Registered Investment Advisory firm from the state of California after being reviewed and approved by the Securities and Exchange Commission (SEC). This affirmed our practice as a fiduciary advisor and realized a life long dream for our founder, who has worked in the industry since 1997 while still in college.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. As our fiduciary responsibility dictates, we will endeavor to know and understand your financial situation intimately, and provide you with the highest quality information, services, and a diverse array of investments. With these in hand, we will help you to reach critical milestones, and achieve your financial goals.
Cassandra is the CEO and Head of Legacy Planning at Lagunitas, and has worked in the financial services industry for 10 years. She is a licensed insurance agent in California for
Life, Health, and Medicare. She resides in
Cameron Park with her two daughters,
and grandson Walker.
Michael is the Chief Investment Officer and Lead Portfolio Manager at Lagunitas, and has worked in the investment field for 21 years. He an expert in investment management and financial planning and holds the Series 7, 63, and 66 securities licenses. He resides in El Dorado Hills with
his two sons Gabriel and Jacob.