We are a team of seasoned professionals fully dedicated to helping our clients pursue their financial goals. We offer a wide range of services and solutions for our clients utilizing a sophisticated yet simple to understand collaborative planning approach.

Our first priority is helping you take care of yourself, who and what are important to you. We want to learn more about your personal situation, your business, identify your dreams and goals, and understand your tolerance for risk. Our practice has been built by valued long-term relationships that encourage open and honest communication.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our Team

Jennifer Crisologo

Financial Advisor, CPFA, PPC, CA Insurance Lic. 0E74194



Jennifer is a financial advisor passionate about helping people. She helps individuals, families and business leadership make informed decisions about their day to day or longer-term wealth planning. With her experience, Jennifer provides guidance on topics such as retirement planning, investment strategies, tax planning, estate planning, and risk management.

She assists individuals, families, and business owners in creating holistic financial plans that encompass various aspects of their financial lives. She considers their short-term and long-term goals, risk tolerance, investment preferences, and estate planning needs to develop customized strategies that align with their aspirations. Through her experience in financial planning, Jennifer empowers her clients to make informed decisions and pursue financial freedom.

Jennifer Crisologo's commitment to excellence, her deep understanding of the financial landscape, and her passion for helping others have earned her a stellar reputation in the industry. As a valued advisor, she advocates for her clients, guiding them on their financial journeys and addressing their financial well-being.

Denise Cottrell

Client Service Associate



Denise connects with clients to assist with their needs and strives to make each client’s experience positive, professional and efficient. Denise is British and has lived in Australia, California and most recently moved with her children to Florida.

She enjoys learning firsthand about the finance and insurance industry, recently obtaining her insurance license for both California and Florida. 

Outside of work, she spends her free time enjoying the beach with her family, meeting new people and exploring new areas! 

Charlotte Adcock

Financial Advisor, CRPC

Financial planning is a crucial aspect of managing one's finances and can greatly impact an individual's financial well-being. By working closely with our clients, Charlotte can help them identify their financial goals, assess their current financial situation, and develop a comprehensive plan to work toward those goals.

By combining financial expertise, several years of experience, with a personalized approach, Charlotte helps our clients understand their financial decisions, navigate challenges, and work towards their financial goals. It's wonderful to see individuals like Charlotte who are passionate about helping others work toward financial success through thoughtful and tailored financial planning.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.