Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Awards & recognition

  • Michael Anton, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Kairos Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Kairos Wealth Partners, Ameriprise Client Experience Award, 2023

Community participation

The Magic Yarn Project
The Magic Yarn Project

Kairos Wealth Partners was proud to host the Magic Yarn Project recently in our offices in support of pediatric cancer patients here in the Central & Southern California coastal communities. Led by our very own Maria Tagliaferri, Financial Advisor, clients and friends joined us to collaborate and crochet princess wigs and superhero beanies for the kids. This event exemplifies how Kairos Wealth Partners continues to honor our values by making a positive impact. We’re looking forward to seeing you at a future client event!

  • The Magic Yarn Project

Honored to receive recognition

All of us at Kairos Wealth Partners are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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