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Nationally Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
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 Services Manager
Yolanda Copeland
Financial Advisor
Robert Cortes
Financial Advisor
Coleman DeWitt
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
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Edwin Salazar
Financial Advisor
Ryan Staton
Financial Analyst
Katherine Valencia
Client Service Advisor
Karen Vergara
Financial Advisor
Jamie Wise
Client Service Associate
Latest Posts
Recent Inflation Headlines
Inflation Numbers from July 13, 2022 Higher than expected inflation numbers were published on July 13, 2022. US Inflation, Read More
What Is Estate Planning & Why Is It Important?
What Is an Estate Plan? An estate plan is a method for prescribing your wishes in the event of Read More
How to Find the Right Health Insurance for You
Disclaimer: Due to the large variety of health insurance options available and extensive scope of this topic, we encourage Read More
Risk Management – Under the Hood
Modern investing technology has put the power of investing into the hands of the masses, giving nearly any individual Read More
June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets
Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices Read More
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