About Us


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

CA License no.4056195

Certified Financial Education Instructor Registered Social Security Analyst


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

Hanna Lee

CA License no.4126103

Financial Literacy Advocate


  • 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!”

Photo by Asad Photo Maldives on Pexels.com