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Join Celeste and investment advisor, Alex Reyes, in a four week teleclass, Investing 101 for Individuals, Wednesday
April 29th – May 20th , 7:30 PM - 8:45 PM. Call Celeste at (415) 383-6980 or click here for more information.
Special Offer:  Celeste will offer a 1/2 hour of complimentary hourly financial planning with each tax return she prepares.
Sign up to receive Celeste's bi-weekly financial ezine, "Tips and Suggestions to Steer By"


Coming Events

Financial Literacy Workshop Series: Do I (Still) Have Enough for Retirement?

Time: Saturday, May 16, 2009 3:00 p.m.
Location: Books Inc. in the Marina,2251 Chestnut Street,San Francisco,CA 94123
Phone: 415-931-3633

Click here for more information

 

Welcome to Financial Planning Focus
Your life is changing. You are about to or have just begun to...
  • graduate from college
  • start a new career
  • make serious money
  • get married
  • to become a parent
  • consider a career change
  • to retire
  • receive an inheritance
  • get a divorce
  • start a business
  • pay too much in taxes
  • buy rental property
  • consider a home remodel
In a word, you want to move forward and financial decisions play a part.

No matter what doing or what you are going to do, you know you could benefit from meeting with an experienced and objective advisor. As a financial planner I am dedicated to giving you the direction you need.  But in the end it is you who is the captain of your ship.

That's why I offer:
  • Education as well as guidance
  • Choices instead of limitations
  • And a shared sense of responsibility for reaching your destination.