Updated:
Silicon Beach Financial
Silicon Beach Financial is a fee-only, fiduciary wealth management and financial planning firm created to serve ambitious entrepreneurs and innovators.
Overview
Silicon Beach Financial is a fee-only, fiduciary wealth management and financial planning firm created to serve ambitious entrepreneurs and innovators. The firm helps clients make smart financial choices through comprehensive financial planning, investment management, and tax planning and return preparation. It partners with startup and tech leaders, including those in underrepresented communities, and operates as a virtual practice.
General information
Firm type
RIA
Year founded
2024
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Santa Monica, CA, United States
Principals
Christopher L. Stroup
Founder & President
Frequently asked questions
Who runs investment decisions at Silicon Beach Financial?
Christopher L. Stroup, the firm's founder and president, serves as principal and primary investment adviser. The RIA structure places ultimate fiduciary responsibility directly with him, as is standard for boutique registered investment advisory firms with a single lead advisor. He combines portfolio management with the client-facing advisory role, a common model for practices managing concentrated client bases rather than a large institutional pool of capital.
What kind of client does Silicon Beach Financial target?
The firm serves ambitious entrepreneurs and startup leaders — people who see themselves as the innovators of tomorrow and who typically have much of their wealth tied up in their own business. It places particular emphasis on underrepresented founders, including LGBTQ+ entrepreneurs, and on executives at both startups and Fortune 500 companies across tech hubs including Silicon Valley, Seattle, Boulder, Denver, Austin, New York and Boston. The firm operates as a virtual practice with no formal office, meeting clients by phone, video or in person.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Silicon Beach Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.