WHO WE ARE

We provide fee-only financial planning and fiduciary investment management for professionals, retirees, and families.

Todd VanDenburg

PRESIDENT,
FINANCIAL ADVISOR

Read Bio

Pamela VanDenburg

VICE PRESIDENT

Read Bio

Todd VanDenburg

President, Financial Advisor

Todd VanDenburg is the Founder and President of VanDenburg Capital Management, a Registered Investment Advisory firm in the state of California. Mr. VanDenburg is a well-known financial advisor in Santa Rosa, CA and for many years, he has been teaching Sonoma County investors of all ages how to potentially grow/preserve their assets, increase their income, and reduce income taxes. Thousands of investors have used Mr. VanDenburg's advice to wisely invest millions in order to help grow their assets and pay less income tax. Consequently, Mr. VanDenburg is regarded as a local expert in the financial risks and opportunities of retirement.

Mr. VanDenburg is also the author of the book “YOU DESERVE BETTER: What You Should Really Expect From Your Financial Advisor”. The book pulls from Mr. VanDenburg’s years of experience, and shows you his plan for providing top-notch financial services (something he strongly believes that everyone deserves). Once you learn how amazing your relationship with your financial advisor can be, you will never think about managing your wealth the same way again! He also publishes a free, weekly “market update” video newsletter that provides a brief summary of what has transpired in the markets in the prior week, as well as some things to watch for in the coming week. Click here to subscribe.

Mr. VanDenburg lives in Rincon Valley with his wife Pamela where they raised twin daughters, Jackie and Paige. He is an active member of his community and, a former member of the Valley of the Moon Rotary.

Pamela VanDenburg

Vice President

Pamela is the co-founder and Vice President of VanDenburg Capital Management. Working alongside the founder (and her husband), Todd VanDenburg, she has been involved in all aspects of the daily operation of VanDenburg Capital Management since the very beginning.

While mostly focused on daily operational tasks (client communications, event coordination, etc.), she also holds a Life Insurance license in the State of California (license number 0E74343) and is a Notary Public so, when needed, she is able to assist with these important needs.

Mrs. VanDenburg lives in Rincon Valley with her husband Todd where they raised twin daughters, Jackie and Paige. She is an avid reader and enjoys spending time with her friends, whenever possible.

WHO WE SERVE

1

PROFESSIONALS

As a working professional, you can either choose to spend your limited free time with the people you love, doing the things you love, or you can spend it following the economy/stock market. If you prefer the former, we can certainly help with the latter!

2

RETIREES

These days, it is not uncommon to see people living as many years in retirement as they worked to save for retirement. Do you want your retirement "job" to be watching over your hard-earned money or would you prefer to spend that time with family/friends? If you prefer the latter, give us a call - we can help!

3

FAMILIES

One of our greatest joys is in helping families (both nuclear and across generations) work towards achieving/maintaining financial security. That way, no matter what happens with things like taxes, Social Security, Medicare, etc., they have the "financial freedom" to live their lives the way they want!

WHAT WE DO

Cash Flow Planning

Social Security Optimization

Tax Planning

Investment Management

Charitable Giving

Trust & Estate Planning

Retirement Planning

Risk Management

Real Estate

Multi-Generational Wealth Planning

HOW WE DO IT

Financial Planning is not an event...
It is a process!

"If you fail to plan, you are planning to fail." - Winston Churchill

We believe that a successful investing journey needs a plan. A good plan begins with the Definition of what you are trying to accomplish - for example, saving for college, retirement, buying a car, leaving money to beneficiaries, etc. Once you know what you are trying to accomplish, you can then Analyze what you've been doing thus far to reach those goals, and identify which things might get in the way of achieving the goals. Once we have a clear picture of what you want to accomplish, we can then Design a solution, tailored to your specific situation, that is aimed at helping you achieve those goals. Once we know what needs to be done, we then move on to the Implementation of the plan. Many things can be done immediately, while others may take months or years to fully implement. It is critically important to continuously Evaluate whether or not the steps you are taking are actually moving you closer to your stated objectives (or if the objectives are something you still want to accomplish). Should our evaluation tell us that we aren't quite on track, we go back through this entire process again... D A D I E!

We believe that this type of rigorous, iterative process gives our clients the best possible chance of achieving their financial goals and, ultimately, living amazing lives before and during retirement!

MEDIA

READY TO GET STARTED?

NAME

EMAIL

TELEPHONE

MESSAGE

2800 Cleveland Ave, Suite D
Santa Rosa, CA 95403

Phone: 707-578-5800

You Deserve Better!

When an advisor starts off a book with three principles that all include the phrase "better serving his clients," you know you are working with someone who genuinely cares. You Deserve Better pulls from Todd VanDenburg's years of experience, and shows you his plan for providing top-notch financial services. Once you learn how amazing your relationship with your financial advisor can be, you will never think about managing your wealth the same way again.

Schedule a consultation today, and receive a free copy of Todd VanDenburg's Book!

SUBMIT
Book Cover