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Nationally-Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
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.
Freedom
Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.
Meet the Team
Liz Castro
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
Jamie Parlak
Client Service Associate
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
Latest Posts
Financial Planning Strategy Deadlines You Need To Know
Missing a financial deadline can have negative consequences on your finances that go beyon...
October 2023 Market Update: Bonds, Inflation, and Interest Rates
Read through the blog here, or skip to Jason’s October 2023 Market Update video belo...
Rising Interest Rates and What It Means for Investors
Read through the blog here, or skip to Christina’s Rising Interest Rates video below...
Managing Risk in Your Investments
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments vid...
Forgotten 401(k) Retirement Accounts
Key Takeaways: Millions of people across the United States have forgotten 401(k) retiremen...
How Should I Invest My 401(k)?
Key Takeaways: Your 401(k) or other company retirement plan should be invested based on yo...
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