What Makes Us Different

We are a fee-only woman-owned Registered Investment Adviser (RIA).  We have successfully served the San Diego County and Southern California area for over 15 years.

We do not prescribe solutions before discovering your pain points, needs, and goals.  We listen and ask probing questions to help us understand your needs.  Only then we customize the solutions for you.  We offer professional expert advice, not selling products. 

We are an Independent firm but not alone.  We have robust technological resources and strategic partners to meet the unique needs of our clients.  This business model result is our unbiased recommendation that is in the best interest of our clients.

Our approach is client-focused and life-centered.  Our success is not measured by performance statistics alone but, more importantly, by our client's success in achieving their goals.