Financial Services

Edward Jones - Cheryl Rebottaro

Financial Advisor, AAMS®, CRPC®

221 Mt. Hermon Road, Suite F
Scotts Valley, CA 95066

(831) 461-9311

My goal is to be the preferred financial solutions provider of families, enabling them to live the life of their dreams without running  out of money.

The Wedeen Hammer Group at Morgan Stanley

6004 La Madrona Drive, Santa Cruz, CA 95060 United States

(831) 440-5200

Our Mission: We provide wealth management services with a holistic planning approach. Our clients are primarily families, business owners and retirees whom we help make more informed decisions about their money and the growth and protection of their assets and estates. We treat our clients as we would our own families and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.


Laura Giges Consulting

Advanced Certified QuickBooks ProAdvisor

1115 Iris Lane
Santa Cruz, CA 95062

(831) 476-8249

30 years of  local experience providing accounting services, with a focus on all versions of QuickBooks. Primary emphasis is systems setup, training, and cleanup services.