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Our singular purpose is the in-depth, intentional, and caring management of your finances for the long-term.

Our Mission

To provide a truly customized and stringently researched strategy that positions each client for success in reaching their personal financial goals.

Our Vision

By following our mission, we envision our clients and many generations of their families, living confidently knowing they've planned for their financial future.

Our Philosophy

Rigorous research and financial planning are at the core of our investment philosophy. We turn over every rock for any company or risk management solution we suggest for your wealth management strategy. As your personal advisors, we would never suggest something to you if we would not be comfortable doing the same for ourselves. We don’t look at your accounts once a month, we diligently monitor them, and we know what your investments are doing every day and, in every market, and economic environment.

We treat every client like family, we have the best interests of each and every one of them in mind.

Our Approach

We address the building of your customized wealth plan from a “discretionary money management” standpoint. This means we get to the granular level in our research and understanding of each holding you have and how they affect the overall portfolio and the overall strategy for you and generations to come.

Meet Our Team

Laurence Walker III

Senior Partner

831-717-4615

larry@montereyCWM.com

Larry studied at UCLA, earning a Bachelor of Science degree. He became a Financial Advisor in August of 1981 and has specialized in portfolio management using a value/out of favor discipline.

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Marian M. Deering, CFP®

Senior Partner

831-717-4612

marian@montereyCWM.com

Marian studied at CSU Fresno, earning a Bachelor of Science degree. She also completed the Intensive Accounting Program at USC and spent twelve years in the management accounting field prior to becoming a Financial Advisor in 1999. In...

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Scott Fosmark, CFP®

Senior Partner

831-717-4619

scott@montereyCWM.com

Scott studied at California Polytechnic State University in San Luis Obispo earning a Bachelor of Science in 2001. He earned his Certified Financial Planner ® designation May of 2006 and has integrated these comprehensive skills...

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Christina Leigh Jenkins

Registered Client Service Manager & Operations Director

831-241-6552

christina@montereyCWM.com

Christina has over 22 years of experience as a Senior Client Service Associate. She started her career in the investment industry in July of 1998, fresh out of high school. She has earned several awards as the top-ranked and recognized...

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Torrey Whitmire

(831) 641-7170

torrey@montereycwm.com

Torrey studied Environmental Policy & Mathematics at CSU Monterey Bay. She fell in love with the area and decided to move here permanently. She has spent a good amount of time managing various restaurants in the area and focuses on...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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