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Our company mission is "To help people live rich and rewarding lives, both personally and financially.  It's not just about the money.  It's about life!"  


Was founded in 1995 when Diane Brewer went from being a "Captive Broker" to a "Trusted Wealth Advisor" so that she could address all the financial needs of her clients utilizing strategies, concepts, products and services from multiple insurance companies and professional tactical and strategic portfolio money managers. 


Diane Brewer, RFC®

CEO & Registered Financial Consultant®


(805) 880-0499

Specializes in offering guidance and helping clients utilize strategies and concepts while prioritizing financial goals, with a focus on retirement income planning solutions for individuals, business owners and self-employed. Providing...

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John Wurts

Strategic Partner & Tax Accountant



Expert tax preparation business and personal in all 50 states. Has appeared as an expert taxation witness in both Federal and State courts. Same location 25 years Have been president or chairman of 31 organizations including board...

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Kelly Woo

Strategic Partner & CFP®



Kelly Woo is a Co-Founder and Principal at Profectus Financial. She has been in the financial services industry since 2006 and has been successful at consulting both business and individual clients with their retirement, investment,...

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