Our Qualifications

We have been working with individuals and businesses in the area since 2001.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

Dawn earned her B.S. in Accounting and in Finance at the Callifornia State University of Long Beach.  Dawn earned her Retirement Income Certified Professional (RICP®)  designation in June, 2019.  Dawn earned her Series 7 and 66 in 2001 and has been insuranced licensed since 2001.

We are looking forward to using our knowledge to help you pursue your financial goals.