Arlon Enmeier, CFP®
Private Wealth Manager



241 Avenida Del Mar
San Clemente, CA 92672





Our Team

Arlon, Matt and Corrine

Success of all types depends on striking the right balance.  In the case of investing, we believe it relies on the right balance between risk and rewards, between research and practical applications, and between maximizing returns and minimizing costsThat's what you get with our passive investing philosophy- 

A distinctively different and more sophisticated investment experience that's built on striking the right balance. 

We've created a more rational and disciplined approach to investing.  

Our team is comprised of professionals with the knowledge and experience to apply this investing approach while providing  the excellent service you deserve.

Arlon Enmeier

ARLON ENMEIER, CFP® / Financial planner

Arlon received his Certified Financial Planner designation in 1984 and is a nationally ranked producer for Securities America. He has received various degrees and designations from Oklahoma State University, USC, Pepperdine University, and Wharton School of Business. Arlon is passionate about designing distribution plans for clients so they may enjoy a work-optional lifestyle. He enjoys traveling and spending time with his 7 grandchildren. He is an active member of his church and the San Clemente community, where he has lived for over 40 years.



Corrine Enmeier-LaFollette/ Certified Retirement Counselor®

After teaching High School Mathematics and Business for 12 years, Corrine transitioned to working as the director of Financial Operations for Arlon in 2014. Corrine has obtained her Series 7, 66, and 24 licenses and recently earned the designation as a Certified Retirement Counselor®. She is grateful to be back in her hometown of San Clemente and is passionate about teaching the next generation the fundamentals of personal finance.




Matt holds a BS degree and Teaching Credential from CSU, Chico and worked as a High School Economics teacher and coach for 13 years. He, Corrine, and their 3 children relocated to San Clemente in June 2014. Matt is Series 7 licensed and enjoys beach activities and serving at their local church. He is passionate about motivating others to save often and early.






Our team is dedicated to serving your needs and we look forward to

putting our experience to work for you. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck