Vellum Financial is a leading, fee-based, registered investment
advisory firm with over five decades of combined expertise

We provide personalized financial planning, counseling, and investment management services to retirees or those about to retire, and specializing in women who are recently divorced, widowed, or retired.

The staff at Vellum Financial has been serving clients in southern California for over a decade. We take a long-term, team approach in the financial planning process, taking into account each client's particular needs, risk tolerance, and time horizon.

It is our goal to help you achieve and maintain a rewarding lifestyle as you enjoy your retirement years with peace of mind and financial freedom.

Our Firm

iStock_000007966507Small

Vellum Financial is a Registered Investment Advisor under the Investment Advisors Act of 1940. With over five decades of combined experience, our expertise is in the areas of financial planning and wealth management with an … [Read More...]

Services

iStock_000012401349XSmall

Individuals who are retired, about to retire, and women who are divorced or widowed all require careful financial planning. Individual investors have historically underperformed the markets, and emotional factors and natural … [Read More...]

Partners

iStock_000005218304XSmall

Schwab Institutional is one of the nation's largest financial services firms. They provide related financial services for over 7 million active accounts with more than $1 trillion in assets. The firm has been in this line of … [Read More...]