Did you know that money is the number one cause of stress among Americans?I founded Centered Financial because I know how difficult it is to try to make it all work. Sometimes we don't know where to start, sometimes we don't know if we are doing it right, and sometimes we just need support to keep us centered on what really matters. We, at Centered Financial, are that support. We listen to you, and we seek to understand you and your relationship with money. We then work with… Show more Did you know that money is the number one cause of stress among Americans?I founded Centered Financial because I know how difficult it is to try to make it all work. Sometimes we don't know where to start, sometimes we don't know if we are doing it right, and sometimes we just need support to keep us centered on what really matters. We, at Centered Financial, are that support. We listen to you, and we seek to understand you and your relationship with money. We then work with you to help you feel organized, educated, and empowered.I invite you to connect with us and start the process to center your money on what matters most to you. Show less

Anchor Bay Capital, Inc. is a leading financial planning and investment management firm located in Carlsbad, CA. Our clients experience financial advice with a combination of tradition and innovation that will empower them to make the best financial decisions for their goals.

As Director of Financial Planning, I manage the process of delivering expert financial guidance to our clients. We follow a financial planning process that adheres to the standards set by the Certified Financial Planner™ Board Standards of Professional Conduct. Financial Planning enables clients to organize their financial life and make the best possible decisions regarding budgets, debt, savings, investing, insurance, estate planning, charitable planning, business planning, and more. We are… Show more As Director of Financial Planning, I manage the process of delivering expert financial guidance to our clients. We follow a financial planning process that adheres to the standards set by the Certified Financial Planner™ Board Standards of Professional Conduct. Financial Planning enables clients to organize their financial life and make the best possible decisions regarding budgets, debt, savings, investing, insurance, estate planning, charitable planning, business planning, and more. We are located in North San Diego County and work with clients across the country. At Anchor Bay Capital, Inc. financial planning is an ongoing process and our clients receive guidance throughout the year to assist them in achieving their most important goals. Show less