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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2024
- Office Locations
- 1
Office Locations
About Behavior Shift
Behavior Shift is a Southern California fee-only fiduciary financial planning firm serving faith-driven individuals and couples, helping align financial decisions with Christian values. The firm offers holistic ongoing planning, project-based engagements, and investment management, emphasizing education, individualized strategies, and technology-enabled service. Investment approach includes asset allocation, risk management, and tax-efficient strategies using vehicles such as ETFs and mutual funds; Schwab is listed as custodian. XYPN member.
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Investment Themes
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Owner & Executives
Kevin Riggs Jaime Apolinar
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7662897
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $664,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $664,290 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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