# SMO Financial

- **Website:** <https://smofinancial.com>
- **Primary alias:** `smofinancial.com`

## Description

SMO Financial & Insurance Services is a financial services practice based in San Clemente, California, focused on helping individuals, families, and small businesses plan for their financial goals. The firm offers guidance across retirement planning, investment management, tax strategy, estate planning, insurance, and high-net-worth portfolio management. Its services are intended to help clients consider their financial priorities, plan for retirement, address tax implications, protect assets, and prepare for the future of their estates or businesses.

The practice invites clients to identify their financial destination and work toward a tailored plan. It also provides educational resources, including market commentary, retirement planning tools, articles, videos, calculators, and a glossary. Client software access is available through Account View and RightCapital. Patrick Calderi is identified as a registered representative, with securities and advisory services offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC. SMO serves clients in specified states, including California, Connecticut, Massachusetts, New York, Texas, and others.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idcpLsRrsk/w/600/h/143/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790431549268)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Jelly Bean | #206b8f | accent |
| Blue Charcoal | #010b16 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

---

_Source: <https://brandfetch.com/smofinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._