Raymond James Financial Services

Specialties

Our Comprehensive Wealth Management Services Assist High-​Net-​Worth Families and Business Owners Preserve their Assets and Enjoy Retirement.

We can help you with: Wealth Management Services such as privately managed accounts, Financial Planning, Retirement Planning, Asset management and investment strategy during retirement, Estate Planning, College Planning and Banking Services (through Raymond James Bank.) Securities offered through Raymond James Financial Services, Inc. Member FINRA/​SIPC.

History

Established in 1992.

Our Raymond James Financial Services office is located in Capitola, California, mid-​way between Santa Cruz and Aptos. We have provided professional financial services in the Santa Cruz area for more than 30 years. Our high-​net-​worth families, professional and small business clients are primarily located in the Monterey Bay, Silicon Valley and San Francisco Bay Areas. We also work with clients throughout the western states and internationally.

Meet the Business Owner

Heather S.

Business Owner

In 1981 Heather Stiles chose investment planning as a life path to protect her family’s financial well-​being. In 1995 she completed the College for Financial Planning Professional Education Program, a two and half-​year course of advanced study to enhance her expertise in wealth management.

In 2011 Heather became one of the first Chartered Retirement Planning Counselors in the Santa Cruz/​Monterey Bay area. The College for Financial Planning CRPC Program focuses on the pre– and post-​retirement needs of individuals, transforming the retirement planning process into a positive experience. The program guides the retirement process from start to finish, addressing issues such estate planning and asset management.