Expanding to Serve You Better

Four new specialists combine expertise to provide a deeper bench of comprehensive financial and client services—all under one roof.

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U ltra-high net worth families need more than individual experts—they need seamless, comprehensive solutions. Running Point Capital Advisors delivers this through its multifamily office, where key financial professionals collaborate within a single organization to serve families and their businesses.

The Running Point team offers a suite of services that span wealth management, financial planning, tax preparation and consulting, trust and estate planning and implementation, investment management, accounting and record-keeping, business management and business advisory. Rather than dealing with separate firms for each aspect of their financial affairs, clients benefit from having all of these functions coordinated. This not only enhances efficiency but also ensures that families receive plans designed specifically for their goals, values and legacy.

Running Point’s unique multifamily office structure plays a key role in enhancing the way they work with clients. The firm brings a true understanding of the different challenges, goals and dynamics that come with managing family wealth and businesses. This enables Running Point to offer not just professional expertise but also personal, empathetic service to its clients. By offering a single point of contact for clients’ varied financial needs, the firm creates a seamless process—ensuring every detail is skillfully managed.

Running Point is committed to hiring top-tier talent who not only possess technical excellence but also share the firm’s values of integrity, collaboration and a client-first mentality. Each new team member is carefully selected to bring both skill and insight, enhancing the firm’s knowledge base and service offerings to ensure client families receive exceptional support.

Here, we introduce Running Point’s recent team additions, who exemplify this dedication.

Brooke Sigler

CPA and tax partner Brooke Sigler brings 20 years of wisdom in the finance industry and a strong connection to the South Bay community. She graduated magna cum laude from the University of San Diego and worked as a tax partner at a midsize, regional public accounting firm prior to joining Running Point. Brooke’s passion lies in making the intricate world of taxes and financial planning easier for her clients to understand, enabling them to focus on their businesses.

“Joining Running Point marks an exciting new chapter for me, and I am eager to work in my community alongside an amazing team of financial experts,” shares Brooke, who lives in Palos Verdes Estates with her husband, Marty, and two sons. She approaches each relationship with the dedication and expertise that have distinguished her career.

Tome Baldocchi

Tome Baldocchi brings over 25 years of experience in the tax and accounting industry to his role at Running Point, where he specializes in tax preparation and planning for high net worth individuals and businesses. As a lifelong South Bay resident, he maintains strong personal connections within the region and harbors a deep commitment to its prosperity. Tome earned a bachelor’s degree in mathematics from Cal Poly San Luis Obispo and is an Enrolled Agent— a designation awarded by the Internal Revenue Service.

“My decision to join Running Point was driven by the firm’s vision of providing comprehensive financial services under one roof, aligning perfectly with my passion for serving the local community,” he shares. His extensive tax expertise complements Running Point’s multifamily office model, creating additional value for clients’ financial needs and contributing to their continued success.

Kristi Buckley

As operations coordinator, Kristi Buckley ensures a smooth client experience across Running Point’s advisory, tax, accounting and insurance services. With a background in donor relations and real estate management, Kristi says, “I was drawn to the firm’s proactive approach and dedication to client care. It makes Running Point a great fit for me.”

A resident of Manhattan Beach, Kristi enjoys family time with her twin boys, both UCLA students, and her dog, Lulu.

Aidan Peters

Aidan Peters joined Running Point as an associate advisor. He is a recent graduate of Stanford University, where he studied economics and played on the men’s volleyball team. A Manhattan Beach native, he remains active with the local beach volleyball and surfing communities.

“The unique culture here is unmatched, I am grateful to call it home again,” says Aidan, who appreciates the firm’s deep roots in the community. “Running Point’s hands-on approach enables me to help families and businesses navigate critical financial, tax and estate decisions. It is rewarding to be part of a team that values integrity and transparency, ensuring that every client receives thoughtful, personalized care.”

Whether your family aims to build wealth, streamline taxes, ensure smooth transitions or protect its legacy, Running Point is a partner that understands your unique challenges and aspirations. The firm provides a seamless, personalized experience to help you achieve financial peace of mind.

Disclaimer: Certified Public Accountant (CPA) is the title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Exam and have met additional state education/experience requirements. Certification is administered by each state. The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. This is not investment advice nor is it a recommendation to buy or sell a security. The opinions referenced are as of the publication date, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-182