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Seaside Solutions Financial Wellness Begins with Education. As a result, the education-based process brings clarity to the plans that we create and implement.

Seaside Solutions, Investment Adviser Representative

~Financial Wellness Begins With Education ~

~ Pathways to Financial Independence for Women ~

I am passionate about Financial Wellness. Through the program I have created, Pathways to Financial Independence for Women, I provide support, guidance and inspiration to women to be the best version of themselves. In addition, I work with individual and families, in-person and virtually, through many stages of life such as job transitions, pre-retirement and retirement. The terms "learning" and "teaching" are interchangeable. My responsibility is to learn about you, our client. Together, we will delve into your goals and dreams and determine your personalized financial path. Your responsibility is to teach me about you. Through this process, we will pause when necessary to discuss financial concepts, building the foundation of Financial Wellness. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

10/16/2026

When even high-income consumers feel pinched, you know lifestyle creep and rising fixed expenses can strain any budget—making it essential to give each raise a purpose before spending it.

10/15/2026

As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.

10/14/2026

A 100-year life means a 60-year career. Employers need flexible work arrangements that allow breaks, fewer responsibilities and new ways to contribute as needs change.

10/13/2026

America may be richer than ever on paper, but in an economy built increasingly on intangibles, prosperity can still feel strangely hard to hold onto.

10/12/2026

History shows that the markets and the economy flourished when rates were even higher than today’s. But, our columnist notes, those times didn’t last.

10/11/2026

Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.

10/10/2026

People describe their return to physical media – whether to protect data, support artists, or retain control of one’s choices.

10/09/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

10/08/2026

Moving abroad changes your finances, but it doesn't change your U.S. tax obligations.

10/07/2026

Many Americans have no idea they're making two big mistakes with their retirement savings, one investment strategist says.

Address

Auburn, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15304015009

Website

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