It’s easy to become a financial advisor, but few have the level of expertise that we provide. Testament to our knowledge is the CERTIFIED FINANCIAL PLANNER™ designation held by company-founder Melissa Océan.
We stand apart from most of our counterparts because we are independent, fee-based and have no proprietary products which mean we are not compelled to recommend investments for which we have an economic benefit. We are solely focused on the best interests of the client.