Blue Dot Wealth Management

Blue Dot Wealth Management Horizon Wealth Solutions has merged with Blue Dot Wealth Management Financial Planning and Fee-Based Investment Management services.

Our Clients are busy professionals, who want objective and independent advice that is not based on any particular product line. If you are 40-something to 60 something and are considering retirement (or maybe you're already there), I can help you in achieving your near future and long-term life goals, which are funded with well-planned and well-managed financial resources. Securities offered throu

gh Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Blue Dot Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Each season (of nature and of life) has its own beauty. The daffodils in my yard are giving the roses some “time off,” ...
01/04/2026

Each season (of nature and of life) has its own beauty. The daffodils in my yard are giving the roses some “time off,” with a bright yellow and white reminder of the hope and new beginnings of spring.

Thank you to Vincent Gonzales (Realtor), Margo Staplin (Senior Care Consultant), Lynette Oakley (Business Banker) and Ni...
07/17/2025

Thank you to Vincent Gonzales (Realtor), Margo Staplin (Senior Care Consultant), Lynette Oakley (Business Banker) and Nick Busse (Veterans advocate) – not pictured. These professionals sponsored a fabulous Business Connections Placer County networking event yesterday, at the beautiful Wise Villa Winery in Lincoln.

07/17/2025

Help fight the insidious disease of cancer, by supporting the annual American Cancer Society Relay-for-Life program; specifically "Team Diva," which is a part of the ACS Diablo Valley Chapter. The donation link is a very long URL, so PM me if you would like to participate / donate. Thank you.

Hanging out as we wrapped up the PWRG (Professional Women's Referral Group) All-Chapter St. Patty's Party. It was a wel...
03/21/2024

Hanging out as we wrapped up the PWRG (Professional Women's Referral Group) All-Chapter St. Patty's Party. It was a well attended Benefit event for Early Alert Canines. Photo is with COVID detection dogs - Rizzo and Scarlett.

Enjoying the first "Sip N Chat" of 2024, with PWRG (Professional Women's Referral Group) friends.
01/31/2024

Enjoying the first "Sip N Chat" of 2024, with PWRG (Professional Women's Referral Group) friends.

07/21/2023
Ditched CA to enjoy time with a good friend, in the warmth of Miami.
03/16/2023

Ditched CA to enjoy time with a good friend, in the warmth of Miami.

Pleasanton Networking
03/16/2023

Pleasanton Networking

Chamber Ribbon Cutting
03/15/2023

Chamber Ribbon Cutting

Returned late last week from our annual (yes - Live!) Gateway Conference in Tucson. The theme of the Awards Banquet (he...
09/09/2021

Returned late last week from our annual (yes - Live!) Gateway Conference in Tucson. The theme of the Awards Banquet (held on Tuesday eve) was "The Roaring 20's." I enjoyed "dressing the part."

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3478 Buskirk Avenue
Pleasant Hill, CA
94523

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