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Gloria brings a unique
perspective to financial planning. Her approach to money management
thoughtfully integrates a client’s financial goals, risk tolerance and
return requirement, while also remaining acutely aware of personal
concerns.
Established
·
Certified
Financial Planner Practitioner (CFP) - College
for Financial Planning, Denver, CO
·
Financial
Focus is registered with the State of California as a Registered Investment
Advisor
·
Registered
Representative - National Planning
Corporation
·
Insurance
Licensed - Insurance and Annuities - License No. 0673849
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Member
of Rancho Bernardo Community
Presbyterian Church - Serves on Special Gifts & Endowment Committee
·
Wife,
Mother and Grandmother of 10
·
Casa de Amparo Crisis Center for Children.
Past board member 14 years - Past member of Major Gifts Campaign
·
Member
of Carlsbad
Hi-Noon Rotary Club
·
Gloria
participates in a weekly Bible study group and finds tranquility and wisdom
in a daily Bible reading and devotional time.
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