Wealth-Source Financial

Welcome to Wealth-Source Financial.

When you work with Wealth-Source, you work with a professional who is a Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Financial Behavior Specialist (FBS®). This means that you work with an adviser that doesn’t sell financial products with hidden fees and you partner with a professional who applies her coaching skills to help you stay on your personal goals map.

Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy.  Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life.  You want to gain clarity and confidence in your choices.  I can help you find the right decision FOR YOU.  Together we can trace your personal map and make adjustments for you as life changes.  

As a fiduciary, and life coaching professional, I will help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal and professional life.

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Advisors at this Office

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This Office

Call for Appointment Oakland, CA 94608 Phone: (415) 202-3820

Primary Office

Call for Appointment Oakland, CA 94608 Phone: (415) 202-3820