About Our People

We believe that a plan is a powerful tool.

Reaching your long-term financial objectives hinges on having an appropriate plan - one that fits your unique circumstances and grows with you.  Planning your financial future can be a daunting task.  That's where we come in.

We provide full-service financial consulting dedicated to helping our clients build assets and lessen their overall risk.  We work completely independently, so our loyalty belongs to the clients - not to a parent company.  Independence enables us to establish working relationships with a number of industry-leading financial services firms and insurance providers whose products we leverage to create customized client portfolios.  Together, we are able to create a plan that is tailored to suit your unique needs.

Please call us today if you think your plan is out-of-date.  Planning is a process, it changes as life changes.  We encourage our clients to have at least an annual review.  If it's been a while, act today.

You can also schedule a meeting with us through our online sheduling calendar below:

Schedule a Meeting

 

Donna Lea-CERTIFIED FINANCIAL PLANNER(TM)

Our clients are the motivation behind our financial planning firm.  We bring extensive financial experience to help clients become better stewards of their resources.  Working with an independent broker-dealer allows us to have access to a wealth of knowledge.  With this information, we are able to present our clients with unbiased information.

Just as we strive to live a purposeful life, Financially Yours strives to run a meaningful practice.  Meaning comes in the form of knowing, caring, and growing with our clients.  While we cannot control the financial markets, we certainly can control the level of service and commitments we offer our clients.  We serve our clients with a pro-active approach while providing personalized service.   Competency, reliability, and integrity are our foundation to provide sound financial planning.

It is our desire that through our practice, we are able to help individuals and change lives.  And perhaps, through each individual we come in contact with, we are given an opportunity to make a difference.

Our clients are the cornerstone of our financial planning practice and that’s why they are the driving force behind what we do!

 

Stephanie Gomez-Administrative Assistant

Stephanie was born and raised in Southern California, joining Financially Yours in 2009.  She is the person who prepares the forms for new account openings and client signatures, and then processes those forms and follows up with the fund companies for successful completion/openings.