VALUE BASED
FINANCIAL
PLANNING & MONITORING
FOR INDIVIDUALS WHO DON'T COME
FROM MONEY
READY TO
WEALTH
See if We're a Good Fit for You
All of our services start with a complimentary consult
Vea si Somos una Buena Opcion para Usted
Todos nuestros servicios comienzan con una consulta gratuita
GET CLOSER TO YOUR FINANCIAL GOALS
BUILD & PROTECT WEALTH
INVEST SMARTER
REDUCE TAXES
OPTIMIZE INCOME
LEAVE A LEGACY
FROM DIY TO FULL SERVICE
FINANCIAL PLANNING
LET US HELP YOU ON YOUR FINANCIAL JOURNEY
NO MATTER WHERE YOU'RE AT
FIDUCIARY OATH
As your financial planner, I stand by the Fiduciary Oath
(That means I will ALWAYS put your best interest first)
CONTACT US
MAILING ADDRESS | 801 Kakala St. Unit 48
Kapolei, HI 96707
E-MAIL for general info, appointments, and administrative inquiries
E-MAIL Claudia directly
PHONE | (619) 320-5489