For Business Owners

For many business owners who have achieved rich, uncompromised life styles...

What is the most tax-advantaged way to leave a legacy for my heirs? Is there a strategy that will allow me to endow my favorite charity in the most meaningful way possible? Learn More


  • Achieve a Rich, Uncompromised Lifestyle...
  • Achieve an Enduring Family or Charitable Legacy...

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For Financial Professionals

Are you a financial professional looking to partner in solving complex financial and estate planning issues for your best client? Learn More

  • More Time
  • Better Solutions
  • Increased Productivity

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Phone: 831-521-0011

15 Yerba Buena Court
Monterey, CA 93940

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How Can We Help You?

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What We Do?

kereti.jpgKereti Tuioti collaborates with business owners and their advisors to create customized, Tax Advantaged Strategies and Solutions. As part of the planning team, Kereti Tuioti brings more than 15 years of financial and estate planning experience to the table. Why let challenging succession and estate planning issues drain your time, energy and resources?

Call in the experts...Kereti Tuioti & associates.