Mater Filia Financial

03/18/2025

02/26/2025

Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.

02/19/2025

*Cue nervous laughter* 😅 All jokes aside, let’s make sure your portfolio is in shape for the future you deserve.

01/31/2025

We’re unbelievably grateful and excited to be recognized by Fortune as one of their most admired companies in the world. It’s because of the trust and support of clients like you that make this possible. Thank you!

01/29/2025

I want to see you jump into your next life stage. Whether it’s buying your first home, or planning a family, or retirement—reach out to see how I can help.

01/25/2025

Today's definition of "liquidity"!!

01/24/2025

Maximize your healthcare savings and take control of your financial future. Let’s work together to build a plan that prioritizes your health and helps you save for what matters most.

01/08/2025

Have you heard the good news? The amount you can add to your 401(k) account just went up. Let’s work together to help ensure your future is in good hands. Message me to get started.

01/08/2025

Nicole and I (and the Mater Filia team) are safe from the Pacific Palisades fire for now. It is devastation. We have never witnessed winds like this. Humidity is in the low teens. Over 13,000 homes in the direct line of this fire. Winds are not even at their highest yet, those come at 6:00 pm. But I fear this is going to be absolute devastation. Please pray for the families in this community. I grew up in the Palisades. Places I visited and where I went to school are probably already lost.

01/03/2025

My little Bentley is one today - we at Mater Filia Financial want to see your little fur babies. Please post and let us meet the rest of your family- did you know we also offer pet insurance?? DM if you have questions!

01/02/2025

Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.