C J Investment Service, 5161 Soquel Dr, Ste D, Soquel, CA 95073, US

HistoryAfter fifteen + years as the CFO & CEO of four not-for-profit organizations, (the last seven as the CEO of a Public Charity Foundation), I re-focussed my life to work with individuals. In 2010 I started my work as a personal financial advisor and in 2013 founded Dovetail Financial as a Registered Investment Advisor (Registered with CA in May 2013).SpecialtiesFinancial Planning and Socially Responsible Portfolio Management. Dovetail Financial is affiliated with Arista Investment Advisors in Albany NY. Arista is a Registered Investment Advisor and regulated by the Securities and Exchange Commission. Dovetail Financial serves clients throughout the country. At Dovetail Financial, we recognize that your life has a further meaning than simply amassing wealth, and that your true goals express a greater purpose. Our clients want the stewardship of their money to be an expression of this greater purpose, an expression of their personal values. They want their investment choices to reflect a vision of the world they want to live in. Inasmuch as our clients are setting aside funds to support the realization of their life's intention, so too do they want the management of their financial resources to be a part of their contribution to the realization of that world. It can be challenging to see if a certain financial decision is in harmony with our personal values and contributes to the world in which we want to live. Sometimes, it's a challenge to even articulate what those values are or what that world looks like. The answers are unique for every person, and require individual exploration.

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