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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Breakaway from the status quo.

As a young, dynamic team who values simplicity and transparency, we offer straightforward, actionable advice that’s designed to empower, not overwhelm. To make your money work for you, we organize your finances, customize your investments and help you build smart financial habits. Because for us, it’s personal.

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Roger Relucio <sup>CFP&#174;, CRPC&#8482;</sup>

Roger Relucio CFP®, CRPC™

Managing Partner, Financial Advisor

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Pasqualino Ruffa <sup>CFP&#174;, CRPC&#8482;</sup>

Pasqualino Ruffa CFP®, CRPC™

Partner, Financial Advisor

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David M. Kraus <sup>CRPC&#8482;</sup>

David M. Kraus CRPC™

Partner, Financial Advisor

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Jenna Looney

Jenna Looney

Client Services Associate

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Roger Relucio <sup>CFP&#174;, CRPC&#8482;</sup>

Roger Relucio CFP®, CRPC™

Managing Partner, Financial Advisor

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Pasqualino Ruffa <sup>CFP&#174;, CRPC&#8482;</sup>

Pasqualino Ruffa CFP®, CRPC™

Partner, Financial Advisor

SCHEDULE A MEETING
David M. Kraus <sup>CRPC&#8482;</sup>

David M. Kraus CRPC™

Partner, Financial Advisor

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Jenna Looney

Jenna Looney

Client Services Associate

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Our Mission

We believe everyone can (and should!) take an active role in their finances, so our mission is to reduce financial overwhelm, empower smart financial habits and make your money work for you. By simplifying the complex, we’ll suggest ways to seamlessly integrate financial planning into your life so you can take care of yourself and your loved ones.

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