About Us

Goals

To be knowledgeable and effective financial educators in promoting financial literacy for everyone. 

To provide opportunities for families to actively participate in determining their financial strategies in order to achieve financial security.

Solemn Promise

To promote financial literacy and empower families to actively improve their financial situation by providing guidance to develop strategies in positioning them towards sustainable financial growth and security.

Timothy Joy Valenzuela

Certified Financial Education Instructor

CA License no.4056195

HOBBIES/INTERESTS

  • Hiking and Traveling
  • Learning more about Self-improvement and Finance by reading books and listening to podcasts or audiobooks
  • Watching Comedies

Hanna Lee

Financial Literacy Advocate

CA License no.4126103

HOBBIES/INTERESTS

  • Traveling
  • Reading books and watching reputable YouTube videos to learn more about investments and stocks
  • Cooking
  • Playing Golf

“…it is a beautiful world. Be cheerful. Strive to be happy!”

-Desiderata
Photo by Asad Photo Maldives on Pexels.com