Centered Financial

Thinking about rolling over your 401k? Check out our step-by-step guide to make the process easy and stress-free! Link in our bio #401kRollover #FinancialFreedom #RetirementPlanning

We ended the year on a high note, co-hosting a Retirement Educational Event. It was an incredible experience, and we can’t wait to host more events in 2025. This year has been filled with growth, connection, and hard work, and we’re deeply grateful for every client, challenge, and success that’s brought us closer to our goals. Thank you for being part of our journey—we’re excited for what 2025 has in store!? ? Here’s a recap of 2024 for Centered Financial: ? 1-2: Retirement presentation at Witch Creek Winery Carlsbad? 3: 2025 Company Holiday Dinner at 264 Fresco? 4: Centered Financial turned 5 in June. This company was built with a purpose to balance work, family, ambition, and intention through conscious financial planning and choices. It’s been an incredible 5 years and we are so grateful for all of our clients and the successes that we get to share in. We’re just getting started! (Photo credit: Jeran reading Outlive by Peter Attia)? 5: Quality time? 6: Perks of working with clients in many different states: Exploring beautiful locations on the way to work!

September has historically been a tough month for investors, but being patient is crucial. Here's a look at the historical market trends of September and some essential strategies to navigate the chaos. Don’t let volatility shake your confidence—stay centered on your objectives!

Subscribe to our Sunday newsletter for comprehensive finance coverage! Get market updates, insightful financial blogs, and educational videos delivered straight to your inbox. #MarketInsights #FinancialEducation #Newsletter

Insurance provides a huge amount of money when it’s most needed. It’s never the “fun” part of financial planning, but it is essential to prepare and make sure your financial objectives are secured if things don’t go as planned.?#financialplanning?#lifeinsurance?

At Centered Financial, our goal is to help you achieve true wealth—where living life to the fullest is the ultimate reward.

Navigate your investment journey wisely! Here are the 7 Common Factors for Investing Mistakes. Avoid these pitfalls to stay on track towards your financial goals.

Living in the San Diego area is a daily reminder of life's blessings: beautiful parks, stunning beaches, and mesmerizing sunsets. We are grateful for every moment in this vibrant coastal paradise. #SanDiegoLife #CarlsbadLiving

Jumping into the week with enthusiasm and teamwork! Let's tackle our goals together. #Teamwork #MondayMotivation