Wealth management Santa Clarita residents can actually evaluate.
Clarita Wealth Management is an advisor-matching and financial-education service based in Santa Clarita. We connect residents with independent, unaffiliated fiduciary financial advisors — and we publish the education that makes those conversations easier.
- A free matching service between Santa Clarita residents and independent fiduciary advisors.
- A vetting layer that checks fiduciary status, credentials, and fee transparency before any introduction.
- A plain-English education library about choosing and paying a financial advisor.
- We are not a registered investment adviser.
- We do not manage money, build portfolios, or sell financial products.
- We do not provide investment, legal, or tax advice.
- The advisors we introduce are independent and unaffiliated with us.
Founded by Logan Allec, CPA — the person who vets the network.
Logan is a licensed CPA and the founder of this matching service. He is not a financial advisor, does not provide investment advice, and does not manage anyone's money. His role is to set and enforce the standards every advisor in the network must meet.
Logan Allec is a California Certified Public Accountant with more than 15 years in tax and accounting, including management experience at a Big 4 firm. He holds an accounting degree from UCLA and a Master's in Business Taxation from USC.
After years of hearing from Santa Clarita families who couldn't tell a genuine fiduciary from a salesperson, he built Clarita Wealth Management to do that screening for them — and to publish plain-English education so people can evaluate an advisor on their own terms.
- CPA
- California licensed
- UCLA
- B.A. Accounting
- USC
- M.B.T. Taxation