1472 W Hoptree Ave
San Tan Valley , AZ 85140
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Fundraisers We Support
- Strong Against Cancer
Going Green Commitments
- Pacific Landfall sources 50% or more of all electricity used from GREEN Sources.
- I also specialize in sustainable investment funds and believe the way you spend and investment your money should be a reflection of who you are!
- Finally, I am a shareholder of many sustainable and environment friendly companies, as well as GREEN energy companies.
I founded Pacific Landfall, an independently owned and operated wealth management firm, not only to follow my passion, but to give people the care and attention their financial goals deserve. I founded this firm on the principles of providing exceptional client service in a family setting. It is our privilege to share in your business or family events while celebrating your accomplishments and the world we live in!
I have developed a holistic wealth management process that focuses on goal-based investing. This process integrates the long-term goals of an individual with financial solutions using a planning and consultative approach. I focus on aligning your goals with how you manage your money and stresses responsibility, hard work and encourages generosity. By setting relative or concrete goals, we form a base to make decisions off of and review our performance.
I truly believe the more you give, the more comes back to you. Know that when you trust one of your financial goals with me, we will not only be working to achieve that goal, but in the process, we will be making a difference in the lives of others. I donate two percent of all the earnings generated from Pacific Landfall to charity.
As a Chartered Retirement Planning CounselorSM , I specialize in helping you plan for retirement at any stage in your life. I can provide you with an understanding of complex pre and post retirement issues. From helping you maximize sources of retirement income to guiding you through investments, I will help you identify and analyze what you should do today to ensure a secure tomorrow!
When you trust me with one of your financial goals, you will receive Financial Planning, Retirement Planning and general money advice for no extra charge.
Ready to make your money work for you? Get Started Planning Today!