Optimizing Your Financial Health

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Helping homeowners within our communities understand the steps needed to secure the property to be passed down to future...
09/01/2026

Helping homeowners within our communities understand the steps needed to secure the property to be passed down to future generations is exactly why I started Optimizing Your Financial Health. This is really how generational wealth is created - by securing the property you already own!

09/01/2026
08/27/2026

Final Part 3 of Trifecta Life Moment. Please share your comments for a healthy discussion about managing depression and financial stress.

08/26/2026

Part 2 of my Trifecta Life Moment. What helped get me through a difficult time in my life.

Thinking about money can cause various reactions for different people. Some people are able to handle thinking about mon...
08/25/2026

Thinking about money can cause various reactions for different people. Some people are able to handle thinking about money without it causing any physical or emotional grief. For me, if I have it - then there's no problem. It's only when times are tight that my stomach gets upset, sometimes I get headaches, or my eye will twitch. Please share your comments. This is a safe space for open and honest conversations :) #

08/24/2026

Sharing my trifecta moment in hopes it will help others find a path through these stressful times.

Be honest! Answer YES or NO in the comments below. Add any additional comments as well :).
08/11/2026

Be honest! Answer YES or NO in the comments below. Add any additional comments as well :).

Thank you to the organizers and staff of the Cal State Long Beach Upward Bound program for allowing me to be a part of T...
04/05/2026

Thank you to the organizers and staff of the Cal State Long Beach Upward Bound program for allowing me to be a part of The Youth STEAM Summit. This is the second semester I've been invited to speak about financial literacy to the participating youth. Developing the youth financial literacy program has been a welcome offspring of the overall financial health objective of starting this company. Looking forward to growing this aspect of our services!

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Huntington Beach, CA
92605, 92615, 92646–92649

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