Your Plan, Your Legacy, Your Future—Optimized

At Fourth Point Wealth, our Personal CFO approach offers dedicated, customized guidance for individuals and families seeking a comprehensive strategy to manage their wealth. We take a holistic view of your financial life, ensuring every aspect—from investments to tax strategies—is aligned with your goals.

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Precision wealth preservation

Customized comprehensive solutions

Adaptability to evolving landscapes

CFO Services

What is a personal CFO?

A Personal CFO is more than just a financial advisor—it’s your dedicated partner in navigating every aspect of your wealth. This service provides strategic oversight of your financial life, from daily management to long-term planning, ensuring every decision aligns with your personal and family goals. Think of it as having a trusted finance professional committed to optimizing your success and securing your future.

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Ready to optimize your financial life?

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Newport Beach

4590 MacArthur Blvd. Suite 500
Newport Beach, CA 92660

Santa Barbara

1600 State St.

Santa Barbara, CA 93101

Huntington Beach

20422 Beach Blvd. Suite 410

Huntington Beach, CA 92648

Email

info@fourthpointwealth.com

Phone

(949) 662-8090

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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910 . Fourth Point Wealth and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Fourth Point Wealth or these representatives. Chris Janeway is a Dave Ramsey SmartVestor Pro provider (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation and is not sponsored or endorsed by PlanMember Securities Corporation.

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