About Us
Rooted in Relationships. Driven by Purpose.
At Arens Wealth Partners, we believe financial advising isn’t just about numbers — it’s about people. We exist to help clients cut through financial complexity and feel confident in their decisions, especially at life’s most important moments.
Whether you’re preparing for retirement, navigating major life changes, or simply ready for a deeper level of advice, we’re here to help you move forward with clarity, confidence, and control.
Our Core Values
Always putting clients first.
Clarity
We simplify the complex, so you always understand where you stand.
Confidence
We guide you with transparency, data, and a plan that fits you.
Control
We empower you to make informed decisions and stay aligned with your goals.
How We Work
We don’t start with products. We start with people.
Through a deep discovery process, we take time to understand your goals, values, and the legacy you want to build. Every plan is tailored — not just to your finances, but to your life. And as your world evolves, we adapt the plan with you.
Our process includes:
• Thoughtful goal discovery
• Clear, customized financial strategies
• Ongoing monitoring and portfolio alignment
• Advanced tax planning and estate coordination
• Collaborative support with your broader financial and legal team
Let’s Build Your Future
We’re more than a firm — we’re a partner for the long term. Whether you’re an existing client transitioning with us or someone seeking qualified guidance, welcome to Arens Wealth Partners. A new experience in comprehensive wealth management.
Our Founder
Frank A. Arens
Financial Advisor
A Lifelong Passion, a Client-First Mission
Frank’s interest in finance began early—at just 12 years old—driven by a fascination with how money and economics shape people’s lives. That passion grew into a career focused on helping others navigate financial decisions with clarity and confidence.
Following a successful tenure at a national firm—where he earned multiple industry awards for his client-first approach—Frank founded Arens Wealth Partners to deliver more personalized strategies grounded in planning, adaptability, and lasting impact.
Strategic, Personalized Advice
As a fiduciary, Frank focuses on financial planning, tax strategies, and retirement income. His process begins with understanding what matters most—then crafting a plan that aims to help minimize taxes, manage wealth, and adapt as life evolves.
Collaborative and Community-Driven
Frank partners with CPAs, attorneys, and LPL’s strategic team that aims to ensure every decision aligns with your broader goals. A Long Beach native, he also gives back through leadership roles with the Boys and Girls Club, the Grand Prix of Long Beach, and several charitable organizations.
Why We Built Arens Wealth Partners.
Most clients come to us having worked with an advisor for years — and still feeling like something was missing.
Research confirms what we hear regularly — only 6% of advisors deliver a truly comprehensive planning process. (Sources: CEG Insights, August 2023; Kitces Research, January 2024)
What the data reveals about financial advisors today:
Fall Short
Claim To
Truly Deliver
Arens Wealth Partners was built on the belief that truly comprehensive planning — where your investments, taxes, retirement income, and estate plan all work together — should be the standard, not the exception.
If you've ever wondered whether your financial picture is fully coordinated, we'd welcome that conversation.
A second opinion costs nothing. The clarity it brings is invaluable.