We are an independent financial planner & investment advisor representative licensed in AZ & CA. Member FINRA/SIPC.
I am a Certified Financial Planner® practitioner with over 20 years experience in financial services helping my clients achieve their goals. At Maxima Wealth Management, we help you bridge the gap between where your finances are now and where you would like them to be in the future by providing financial planning and investment management services customized to your needs. Managing your finances c
an be tricky since there is a plethora of information that may not apply to your situation. Having me as your partner will help simplify and organize your financial path. I love our clients and work well with women, non-traditional families, lifestyle investors, and business owners.
◄ My mission is to build lasting partnerships with my clients and be their trusted advisor for all aspects of their financial lives. ►
I can help you:
►Our Women Clients: “…maintain financial strength and independence, no matter what life throws at you.”
►Our Clients Who Are Part of Non-Traditional Families: "…manage the host of variables that make financial decisions especially challenging…”
►Our Clients Who Are Lifestyle Investors: "…determine and prioritize what’s most important in your life and then develop separate strategies to meet your lifestyle goals.”
►Our Clients Who Are Business Owners: "…assist and support you through the financial planning process…”
Registered Representative offering securities and advisory services through Crown Capital Securities, LP, a registered broker-dealer and investment advisor. Licensed to sell securities and life insurance in the following states: AZ & CA.
