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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
Managing Risk in Your Investments
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments vid...
How Should I Invest My 401(k)?
Key Takeaways: Your 401(k) or other company retirement plan should be invested based on yo...
July 2023 Market Update: Stock Markets, Dollar Value, Inflation, & More
Read through our market commentary here, or skip to Jason’s July 2023 Market Update ...
Your Ultimate Guide to FedNow and the Digital Dollar
Key Takeaways: FedNow is kicking off in July 2023 and will allow cash transfers to settle ...
Student Loan Payments to Restart
Key Takeaways: The student loan payment pause from the pandemic will end on September 1st ...
Should I Invest in Gold?
Key Takeaways: Investing in gold is pure speculation as there are no cash flows backing it...
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