Welcome Arroyo Elementary families and thanks for taking some time to visit Arenite Advisory, Inc. I’m Daniel Sands, a Certified Financial Planner™ practitioner and founding principal of the firm. We appreciate the opportunity to support the Arroyo Olympics and making sure each of the students at our great school are “Mustang Strong”. Our boys, Jackson and Logan, both attend the school and love the faculty, campus, friends, and families of Arroyo. We feel blessed to be part of such a great public school and enjoy being active in our local community.
While the Arroyo Olympics focus on being physically and mentally Mustang Strong, I believe it is equally important for Arroyo families to be fiscally strong. I’ve been advising clients in financial services and
building wealth for 20+ years. I’m passionate about what I do and I find it rewarding to help people realize their financial goals. I am offering a no-charge 529 College Savings plan to any family interested in starting a savings plan for their children and one-on-one session to review college funding trends, expectations, and goals. Yep, I don’t make a dime here, but simply hoping to encourage fiscally strong habits in our community. No strings, no bait and switch, just rock solid advice and guidance.
Perhaps, you have other financial goals you want to get started on or maybe you simply want a second opinion on the financial plan and investments you already have in place. Either way, I am happy to provide a complimentary consultation. If you’re interested, please give me a call at my direct line 1-866-330-1443 or fill out our contact form (it sends an email directly to me). Perhaps we can find a great place for a bite to eat or some coffee. I enjoy meeting locals and I also enjoy good food :). If you’re a mountain biker, I’d surely enjoy hitting the local trails with you. Thanks again for stopping by. If there is anything I can do for our Arroyo community, just ask.
Daniel D. Sands, CFP®
CA Ins. Lic #0D95725
17822 East 17th Street, Suite 212
Tustin, CA 92780