A Message from the PartnersAt Arden, we know that life is meant to be spent doing the things you love with the people you love. While your finances are an integral part of having that freedom, not everyone has the time or expertise to manage them. "Arden," means "fiery passion," which is why we've named our firm "Arden Wealth Partners," because we are passionate about helping you achieve your dreams, instilling confidence while doing so.
Our mission is to partner closely with individuals, families, and business owners to define and achieve your financial goals through a thoughtful, step‑by‑step approach. As trusted fiduciaries, we curate individualized strategies that separate what matters from what doesn’t—so you can move forward with clarity, confidence, and the freedom to focus on what you are most passionate about.
Anthony Arch, III, CFP®, ChFC®, CLU®, QPFC
Managing Partner
Tony Arch has been part of the Financial Services industry for over 40 years, striving to help clients with both the simple and often complex financial decision-making faced at all stages of their lives, both in their personal needs as well as in their businesses. Paramount to this success has been building responsive and meaningful relationships with his clients to better help them not only with their current objectives, but also to anticipate and prepare for future needs before they are actually present. He joined the Equitable Life Assurance Society of the United States in April 1985. Predominately a life Insurance company at the time, he specialized in life insurance needs for family planning (DB and Estate Planning), and small (2-150 EEs) businesses (employee benefits, keyperson, buy-sell, split dollar, NQDC). In the early 1990s as Equitable transitioned to AXA-Advisors, his team pivoted toward retirement planning for small businesses and individuals, growing their market share in the 401k and qualified plan space, while at the same time becoming credentialed to offer fee based financial planning services. Committed to keeping updated with the tactical knowledge to address the needs of his clients, he earned the Certified Financial Planner designation in 2000, in 2006 he completed the Equitable At-Retirement program at the Wharton School (University of Pennsylvania) to receive the Retirement Planning Specialist designation, in 2023 earned the Qualified Plan Fiduciary Advisor credential from the National Association of Plan Advisors, and will attend the new Wharton credential Wealth Planner Fiduciary Advisor in September 2026. In 2016-2018 he served on Equitable’s National Associate Forum as Chair of the Committee for Technology. In 2022 he began working with his current team, and helped to co-found Arden Wealth Partners, as an emerging firm in alliance with Equitable. Tony lives in Santa Clara, CA and is blessed with two children and four grandchildren.
Gianni Farese, CDFA
Managing Partner
Gianni is a Managing Partner at Arden Wealth Partners and an established Financial Advisor and Certified Divorce Financial Analyst. With a strong analytical mindset and a genuine passion for working with people, she specializes in helping clients align their financial strategies with the lives they want to live.
Her approach is deeply relationship-driven, centered on understanding each client’s unique goals, values, and priorities before delivering tailored guidance and thoughtful recommendations.
Outside of her work, Gianni enjoys reading, traveling, and following Formula 1. She believes that life is meant to be spent doing what you love with the people who matter most—and that money, when managed well, is simply a tool to make that possible.
Lucas Sam
Managing Partner
Since joining Equitable in 2019, Lucas focused on helping individuals and businesses accumulate, protect, and distribute wealth through all phases of life. The current markets he works in are tech, healthcare, small business, and dental professionals. His goal is to educate the community in financial literacy while empowering his clients to make smart decisions throughout their entire financial landscape. His specialties include retirement planning, managed money, small business benefits, asset location plans, and insurance planning.
Lucas is originally from San Francisco, California and resides in San Francisco. He obtained his double degree in finance and entrepreneurship from The University of Arizona. In his free time, he enjoys playing basketball, coaching basketball, and golfing to balance life and work.
Caitlyn Reed
Managing Partner
As a financial advisor at Equitable Advisors since 2021 and co-founding partner at Arden Wealth Partners, Caitlyn Reed works with clients to help bring clarity and organization to their financial lives by creating holistic financial plans that align with their goals. She focuses on building a trusting relationship to carry her clients through all phases of life while providing the highest level of service.
Before founding Arden, Caitlyn worked in a boutique wealth management firm performing investment research that influenced a desire to provide a personalized client experience and precise management. Caitlyn is a graduate of the University of California, Davis, where she earned a BA in Economics and studied Accounting. She holds a Credentialled Holistic Financial Coach designation from Columbia University’s Teachers College.
While having family roots in the Bay Area, Caitlyn currently lives in San Diego with her fiancé and mini–Australian Shepherd, Mindy. They spend their time taking advantage of the state's coastline and mountains and will eat their way through any of the amazing countries they are fortunate to visit.