Financial Planning - Investment Management - Wealth Advisory
Coronado Financial Group, LLC is a comprehensive financial services firm committed to assisting you with planning and achieving your long-term financial success. Our customized programs are designed to build and preserve wealth. We first assess your current financial condition, then seek to understand your dreams and goals and finally develop a plan to help reach your financial destination. We help our clients navigate stormy seas and calm waters, as either circumstance can be financially challenging.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us or via phone at (650) 571-8132. We look forward to hearing from you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery out of preparing for today and tomorrow. 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.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
“The Stock Market is designed to transfer money from the active to the patient”