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Think about your dreams as a child. Did you want to be an engineer or a teacher? Did that change to become a businessperson, health care provider, attorney? Did caring for family, getting an education, health, or other aspects of life alter your destination? Life does happen, doesn’t it? In the meantime, we still dream of vacations, education for the next generation, retirement with fewer financial stressors.  

The point is to focus on dreams and goals.  

At Zuma Financial Advisors, we listen to and plan with clients to uncover and envision dreams and goals, and we build savings strategies during everyday life toward pursuing those goals. Personally, Zuma Beach in Malibu, California, is my “Happy Place," a beautiful, peaceful setting in which I look forward to spending more time. Therefore, as part of my monthly budget, I set aside savings each month for family vacations. The memories and realization of a goal set and achieved are priceless treasures.

We believe in practicing what we preach to deliver our mission. Vickie and I have found that with vision and commitment to implementing strategies, one can pursue great things. For our clients, it may be a home or car purchase, a family education plan, or understanding income choices throughout retirement; together, we dream, discuss, and consider a variety of things, making it fun to strategize for the future!  

Our mission is to sit on the couch in a client’s new home, look out the window, and smile. Or help to pay off an education loan, recognizing that the payment can go toward savings for another goal.

Paying it forward has been and will continue to be powerful.


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Experience Matters

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have distinct goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people just like you create solutions for their retirement and other assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a... Learn more

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