Sound financial education and retirement planning means building a relationship based on trust and respect.

What comes after the “7 Baby Steps?” We pick up where you left off and help continue the path to financial freedom. As part of the Dave Ramsey SmartVestor Pro network of wealth advisors, we’re focused on your investments as part of a bigger picture.

No gimmicks, no ploys, no pressure.

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What is a Smartvestor pro?

SmartVestor Pros are held to a higher standard. As one of America’s most trusted voices in debt elimination, financial literacy and wealth creation, Dave Ramsey’s program includes helping you reach your goals no matter where you are now.

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You can ensure a brighter future.

If you’re ready to take the first step toward a brighter future, we are ready to help.

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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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