Financial Focus

1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040

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Gloria is a Certified Financial Planning Practitioner and partner in the firm Financial Focus. 

Gloria brings a unique perspective to the financial planning process. 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.

Gloria is a wife, mother of five and grandmother of ten. She is a member of Rancho Bernardo Community Presbyterian Church where she serves on the Special Gifts & Endowment Committee. 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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CV HIGHLIGHTS

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Member of Carlsbad Hi-Noon Rotary

Casa de Amparo Crisis Center for Children. Past board member 14 years - Past member of Major Gifts Campaign
Certified Financial Planner Practitioner (CFP) - College for Financial Planning, Denver, CO

Insurance Licensed - Insurance and Annuities - License No. 0673849

Registered Representative - National Planning Corporation

Financial Focus is registered with the State of California as a Registered Investment Advisor

Copyright 2009 - Financial Focus
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.