Investment Services
for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors. We begin with helping you evaluate your current financial situation to ensure you have a strong foundation for building wealth. Attentive can help you plan and execute a solid strategy for long-term financial security and success.

Goals include


How much will you need for retirement? Attentive can help you evaluate the amount of income you'll need to live on, and how to invest now for a secure future.

College Savings

A variety of college savings options are available to help you save and grow the funds available for your children's college.

Generational Wealth Building

A successful investing plan can yield results that last far beyond your lifetime, building a portfolio of wealth that will be passed down to future generations.

Estate Planning

When you've spent a lifetime building wealth, careful planning will ensure that your work is a blessing to your family after you pass on.

Financial Stability

Retirement can be hard to picture when you're struggling with finances now. We can help you build a strong financial foundation that forms the basis for future success.


Protecting your assets is a crucial and often-overlooked key to your security. Attentive can evaluate your insurance needs and make sure you have the protection you require.

Tax Deferment

A poor plan that leaves your investments exposed to taxes can undo years of hard work and discipline. Attentive will help you make sure you're not giving more of your money to the government than you have to!

Wealth Building

Once you have the basics covered, it's time to start building real wealth! Investing outside of traditional retirement and savings accounts brings a new level of financial freedom.

Learn about the
Attentive Process

We pride ourselves on the level of service that we provide for each client. Learn what you can expect when you work with us.

At Attentive Investments, we pride ourselves on the high level of service that we provide for each of our clients. From the first meeting and throughout our relationship, we build personal relationships that allow us to understand your goals, motivations, life stages, and needs.


We'll be in touch frequently about the status of your investments


Phone, email, or in the office, we're always happy to talk when you have a question


We're monitoring your portfolio on a daily basis to keep distribution and risk in line with your goals

Education for Individuals

  • March 14, 2023

    The Financial Pyramid Series: Cash Reserves Part 3

    Building personal cash reserves will improve your financial security and prepare you for anything that comes up in the future. Whether you experience a medical emergency or want to make sure that you ...

  • February 22, 2023

    Saving Money by Creating a Budget

    When the economy is struggling and inflation is high, the rising costs of goods can make it difficult to rein in expenses. Saving money during times of inflation might seem impossible when you need to...

  • January 30, 2023

    The Beginner's Guide to Cryptocurrency Investing

    Whether you are new to investing or are someone who's spent years building an investment portfolio, one alternative type of investment is cryptocurrency. You may have heard of different types of c...

  • December 23, 2022

    The Benefits and Downsides of a Roth IRA

    The Roth IRA is a retirement savings plan that lets you save money for retirement while also paying tax on the income. You can contribute to a Roth IRA in any amount of your choosing, but there are li...

  • November 08, 2022

    What if you won the Lotto?!

    Everyone has big dreams of hitting the Lottery, especially now when the jackpot is so huge. What they do with those winning varies slightly from person to person but you can often hear the typical “I’...

  • September 26, 2022

    Student Loans Part 2

    Student Loan Forgiveness Plan On August 24, 2022, President Biden announced $10,000 of debt relief per federal student loan borrower for those who did not attend college on Pell Grants. He announced $...

  • June 30, 2022

    Budgeting During Inflation

    Bloomberg economists have estimated that the average household in the U.S. will be spending upwards of $433 more per month in 2022 than they did last year. This is a minimum of $5,200 per year if you ...

  • June 23, 2022

    Recession or Blip?

    You’re likely reading about an “impending recession,” which sounds kind of scary, especially for those of us who remember the Great Recession of 2008-9. The question right now is: are we already in a ...

  • April 27, 2022

    Pop Culture Investing Trends

    Over the last year, and really since the start of the pandemic lockdowns we saw a pattern emerge. Cultural Trends were spreading like wildfire through society. With the help of Facebook/Meta, Instagra...

  • April 15, 2022

    The CalSavers Program

    If you are a small business owner in the State of California and do not carry a retirement benefit plan for your employees, the deadline for the CalSavers Program is quickly approaching. If you have 5...

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    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number


    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm

    Benefits Management for Businesses

    Attentive Investments provides benefit plan and investing management for businesses of almost any size.

    Financial Planning and Investments for Individuals

    Attentive Investments provides a broad spectrum of financial services for individual investors.


    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number


    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm

    Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

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