Wealth Management, Estate/Legacy Planning, Goal Based Financial Planning
Risk Management Strategies, Small Business Retirement Plans, Life Insurance.
At Focused Mission Financial, we work with you to develop a plan for your money. This includes identifying and planning for your short and long-term financial goals through proactive financial planning and investment management services. We want you to feel confident in your financial future, knowing that you have an experienced advisor helping you along the way.
I work for a large financial planning firm. We have offices all over the country, but I am tethered to the Carlsbad office. I have a small business background and work primarily with established millennials and business owners. Got any old retirement accounts doing nothing? I can help!
Insurance and financial services
Asset Management and Financial Advisory services