Trusted, clarity‑focused financial services across California since 2008
We started with a straightforward idea: make sound financial guidance accessible, understandable, and rooted in real outcomes for Californians.
Today we support individuals and businesses with banking, investments, lending, insurance, and real estate services, all delivered through practical plans and steady execution.
We’ve guided clients through changing markets and pivotal milestones. Our approach remains consistent: clear communication, transparent costs, and strategies tailored to goals and risk.
We now manage over $2B in assets and serve 5,000+ clients statewide. Whether you’re buying a first home, scaling a business, or planning retirement, we help turn intent into confident action.
Awards and ratings reflect our focus on client outcomes and service quality.
Licensed specialists with deep market experience and practical guidance.
Strategies tailored to your goals, risk tolerance, and timeline.
Bank‑level security and full compliance protect your information.
The core principles that drive our commitment to your financial success
To empower every Californian with access to exceptional financial services that transform dreams into achievable goals. We're committed to providing personalized, innovative solutions that create lasting financial success and peace of mind for our clients.
To become the most trusted name in California financial services, recognized for our unwavering integrity, innovative solutions, and transformative impact on our clients' financial futures. We envision a California where everyone has the tools and guidance to achieve financial prosperity.
Meet the experienced professionals driving Next Star Finance forward
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and client-first culture. His expertise in California markets and commitment to innovation drives our continued growth and success.
Chief Financial Officer
Sarah brings 18 years of expertise in financial planning and investment management. Her analytical approach and dedication to client portfolio optimization have helped thousands achieve their financial goals.
Chief Operations Officer
David oversees our daily operations and client experience initiatives. His commitment to operational excellence and service innovation ensures every client interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
Next Star Finance is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of satisfied clients who trust us with their financial future.