Loomis Financial Consulting

Loomis Financial Consulting Loomis Financial Consulting is a fee-only financial planning and investment consulting firm that provides objective advice for the seasons of life.

Loomis Financial Consulting is a fee-only financial planning and investment consulting firm that focuses on the unique financial needs of professional individuals, modern families, and small businesses. We believe financial planning encompasses every season of life and our goal is to provide objective guidance for those seasons. Our perspective on financial stewardship is unique because we recogni

ze that the dynamics of family relationships play an integral role in how clients view finance as a whole. We also understand that "family" is much broader than biology and can include our chosen families, our communities, even our professional ones. Our clients are amazing human beings with incredible goals and aspirations. Our job, is to bring direction, structure, and peace of mind to the journey of life. We believe that life happens in seasons, each with their own set of distinct challenges and opportunities. Through our planning process, we navigate clients through the twists and turns of everyday life as we work towards achieving their long-term goals.

Grateful to the San Gabriel Valley for being voted the BEST financial planner for the past 4 years! Serving this communi...
07/11/2022

Grateful to the San Gabriel Valley for being voted the BEST financial planner for the past 4 years! Serving this community has been a joy in my life and looking forward to the years ahead. Life happens in seasons and if you find yourself feeling stuck in a particularly challenging one or trying to prepare for a big change, I can help.

The difference between an unhealthy relationship with money, and a healthy relationship with money. One sees everything ...
10/17/2020

The difference between an unhealthy relationship with money, and a healthy relationship with money. One sees everything in black and white with limited perspective, continually making the same financial mistakes and often operating from a position of lack. The other lives with a depth and richness, where financial decisions are made with confidence and the role of money is understood to be a tool that is meant to support the values which add meaning and purpose in your life. Which path are you on?

Excited to share the good news! For the second year in a row, we have been recognized as the best. Thank You SGV, we’re ...
06/29/2020

Excited to share the good news! For the second year in a row, we have been recognized as the best. Thank You SGV, we’re honored to serve our community with financial guidance through the challenges and opportunities of life’s seasons.

We are living in a time of historic opportunity in the midst of great uncertainty. It is definitely a stressful season, ...
04/10/2020

We are living in a time of historic opportunity in the midst of great uncertainty. It is definitely a stressful season, but coaching has taught me to embrace moments like this. Today I shared insights on how to succeed when the pressure is on. https://bit.ly/34tAPNm

When it comes to finances, perspective is key. It’s important to periodically take a step back to get a holistic picture...
07/20/2019

When it comes to finances, perspective is key. It’s important to periodically take a step back to get a holistic picture of all the moving parts of your overall financial picture. You may find you really enjoy the view.

As a financial planner, I have the incredible opportunity to guide families, clients, and friends through seasons of the...
07/18/2019

As a financial planner, I have the incredible opportunity to guide families, clients, and friends through seasons of their lives by helping them make important decisions every step of the way. They are the hero of their stories and I get to show them the way.

There is a rhythm to life that is seasonal. Even a sunrise like this one we saw today can teach you about the importance...
07/18/2019

There is a rhythm to life that is seasonal. Even a sunrise like this one we saw today can teach you about the importance of cycles and time. This month, we’ve had multiple clients get married, purchase homes, celebrate anniversaries, and plan for their upcoming retirements. When it comes to personal finance, understanding the process of seasons is key which is why we provide financial advice and guidance for every season of life.

It’s time for a new conversation about money that goes beyond the dollars and cents so that we can truly understand the ...
08/17/2018

It’s time for a new conversation about money that goes beyond the dollars and cents so that we can truly understand the value of our relationship with finances.

Sometimes the solution we are looking for is disguised as part of the problem in front of us. Maybe the roadblock we are...
08/08/2018

Sometimes the solution we are looking for is disguised as part of the problem in front of us. Maybe the roadblock we are facing is the very bridge we need to get to the next season.

When parents talk to their kids about money; sharing their experiences, wisdom, and lessons learned, they set their chil...
08/07/2018

When parents talk to their kids about money; sharing their experiences, wisdom, and lessons learned, they set their children up for success by showing them the beauty of a well-worn path.

Celebrate the successes and see them as an opportunity to raise the bar going forward. The financial planning industry i...
06/25/2018

Celebrate the successes and see them as an opportunity to raise the bar going forward. The financial planning industry is growing tremendously and our goal is to continue to be the leader in relational finance.

Whether it’s been 7 months, 7 years, or 70 years, enjoy the journey each and every day. Celebrate the successes, learn f...
06/24/2018

Whether it’s been 7 months, 7 years, or 70 years, enjoy the journey each and every day. Celebrate the successes, learn from the setbacks, and most importantly...take risks for the things you believe in most.

Address

440 E Route 66
Glendora, CA
91741

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm
Saturday 10am - 2pm

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