Escient Financial

ABOUT ESCIENT FINANCIAL

escient / esh(ē-)/e/nt /

noun: from French, meaning wisdom

adverb: from French, meaning advisedly

Your Key to Financial Freedom

Escient Financial is an independent, fee-only, fiduciary financial planning and investment advisory firm focused on helping clients improve their lives and build financial prosperity for their future. Escient Financial uses the latest technology, blended with tried-and-true techniques, to provide you with consistent, honest, simple-to-understand, and wise advice regarding your financial situations. If you want financial freedom, you want Escient Financial.

I want to understand what truly matters to you and tailor a financial plan that gives you peace of mind today and tomorrow. I care as much about why you're investing as what you're investing in.

Mike Halper, CFP®, MPAS®, CRPC®, SE-AWMA®, CDAA, CBDA

CERTIFIED FINANCIAL PLANNER™ professional, MS Personal Financial Planning, MPAS®, CRPC®, APMA®, SE-AWMA®, CDAA, CBDA, CSRIC®


                        

                           

Mike Halper, CFP®, MPAS®, CRPC®, SE-AWMA®, CDAA, CBDA

CERTIFIED FINANCIAL PLANNER™ professional, MS Personal Financial Planning, MPAS®, CRPC®, APMA®, SE-AWMA®, CDAA, CBDA, CSRIC®

Hello there! I started Escient Financial to make a positive impact on people’s lives. As your trusted financial planner and advisor, my mission is to help you determine what your goals are and then help you implement a plan to achieve your goals. You have goals about your finances, family, and more. My goal is for you to achieve those goals and live your best life as you gain financial freedom for yourself and your family.


I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies℠ (MPAS®), Chartered Retirement Planning Counselor℠ (CRPC®), Accredited Portfolio Management Advisor℠ (APMA®), Accredited Wealth Management Advisor℠ (AWMA®), Sports & Entertainment Accredited Wealth Advisor℠ (SE-AWMA®), and Chartered SRI Counselor℠ (CSRIC®).


In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA) and a Certified Blockchain & Digital Assets Advisor (CBDA). I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Advice-Only Network, the Flat Fee Advisors network, the Fee-Only Network, and PlannerDAO.

Hours

Monday - Friday: 9am - 5pm Pacific

Early Mornings, Evenings, & Weekends: Call or E-mail to Schedule

Location

Simi Valley, California

Available to work with anyone anywhere in the USA through virtual solutions.

[email protected]
805.864.6555
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and  the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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