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Carpe Diem Financial ServicesFinancial advisor in Live Oak, CA

Carpe Diem Financial Services is a financial advisor at 870 Woodland Dr, Ben Lomond, CA 95005, ranked #2 of 108 financial advisors in Live Oak and rated 5.0 from 31 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Live Oak, CAUpdated 0 paid placements in any rankingHow we rank

Call (831) 539-9475Website ↗

Key facts

Key facts about Carpe Diem Financial Services
Address870 Woodland Dr, Ben Lomond, CA 95005, Live Oak, CAGet directions
Phone(831) 539-9475
Websitecarpediem.financial
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 2 PM
Google rating5.0 from 31 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Live Oak and 11 towns within 25 miles: Scotts Valley, Santa Cruz, Capitola, Los Gatos, Saratoga, Campbell, Cupertino, Communications Hill, Sunnyvale, Santa Clara and San Jose.

Based in Live Oak, CAView on map

Opening hours

Opening hours for Carpe Diem Financial Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Carpe Diem Financial Services

How is Carpe Diem Financial Services ranked in Live Oak?

Carpe Diem Financial Services is ranked #2 of 108 financial advisors in Live Oak by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Carpe Diem Financial Services’ hours?

Carpe Diem Financial Services is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Carpe Diem Financial Services serve?

Serves Live Oak and 11 towns within 25 miles: Scotts Valley, Santa Cruz, Capitola, Los Gatos, Saratoga, Campbell, Cupertino, Communications Hill, Sunnyvale, Santa Clara and San Jose. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Carpe Diem Financial Services?

Carpe Diem Financial Services has a rating of 5.0 from 31 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Carpe Diem Financial Services?

Call Carpe Diem Financial Services on (831) 539-9475. The business is at 870 Woodland Dr, Ben Lomond, CA 95005, Live Oak, CA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Carpe Diem Financial Services compared with nearby businesses
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Carpe Diem Financial Services (this business)—695.0 (31)NoNo
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