About us

9055 Soquel Dr #H
Aptos , CA 95003
7, 63, 65 CA Insurance #OB99170,
CA Real Estate Agent, #01349987
Alta Investment Group

Aptos Office: 831-688-7700
Montecito Office: 805-618-1886
Mobile: 831-359-3777

Alta Investment Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about striving to make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

Let us provide a customized 1031 exchange plan tailored to your income needs, risk tolerance, and investment goals for generations to come.

Our team of experts

Toni Sutherland
Founder and Principal
7, 63, 65 CA Insurance #OB99170,
CA Real Estate Agent, #01349987


[email protected]
[email protected]

Carita Kim
Asset Management Team Member and CA Insurance #OM26227

[email protected]

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