502 Lobos Avenue,
It May Be Time for a Financial Checkup
When Markets React
A Bucket Plan to Go with Your Bucket List
The Long Run: Women and Retirement
Finding the Balance
Our first priority is to take care of you and your family at every stage of life. Jacques Bolivar CFP® wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Jacques Bolivar CFP® understands that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our focus is to help you build for tomorrow as you enjoy life today.
Trust is essential for guidance. We only do what is best for our clients and their financial future.
The key to financial success is finding the proper balance.