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Find Your Path to Financial Freedom
Foundation
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Formation
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Meet the Team
Liz Castro, FPQP®️
Client Service Associate
Robert Cortes
Financial Advisor
Ana Fernandez, CFP®
Financial Advisor
Kristyn Fultz
Client Support Specialist
Kathryn Hite, CFP®
Financial Advisor
Jason Martin, CFP®, CMT
CIO & Co-Founder
Paul Mazon
Financial Advisor
Axel Otero
Financial Advisor
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Charles Seaman, FPQP®️
Client Service Associate
Christina Shaffer, CFA®
Director of Fixed Income
Ryan Staton, CFP®
Director of Trading
Manuel Turushina, FPQP®
Client Service Associate
Karen Vergara
Financial Advisor
Reed Blochberger
Financial Advisor
Looking to join the team? Great news, we are hiring!