Financially Arise Wealth & Investment Management
Financial Planning & Investment Management for Hispanic professionals and business owners.
Words to live by! As the founder of modern nursing, Florence Nightingale changed healthcare forever with her can-do attitude. What can you do?
Malala Yousafzi survived an assassination attempt aimed at silencing her. By standing up for other girls and sharing her story, she stands for the world. Who do you stand for, and how many people could your story help?
Rosa Parks sat down to stand up, for freedom, equality, and civil rights. What do you stand for?
Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 percent and, at least once a year (since 1928), investors should be prepared for a 10 percent correction. When viewed from a historical perspective, recent market activity isn't as abnormal as one might think.
As a former enslaved person, Sojourner Truth lit the world around and ahead of her with bravery and integrity. What’s the power of your truth?
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Russian Empress Catherine the Great presided over a golden age in her country by partnering with her people. Together is how the best change is made.
Shirley Chisholm made her own place as the first African American U.S. Congresswoman in the late 60s. She never waited for a seat, and you don’t have to, either.
Maya Angelou knew that actions are stronger than words, and longer lasting, too. Be intentional with how you make people feel, because it matters.
Despite her short life, Anne Frank left a legacy of courage and determination. How are you improving the world?
The accomplishments of Eleanor Roosevelt go far beyond First Lady of the U.S., and her words have inspired many. What inspires you?
People vote with their dollars, and right now there’s a vote of no confidence from stock investors despite a rally in stock prices since November 2023. There’s $6.4 trillion sitting in money market mutual funds–the highest level since the Fed started tracking the number in 1945.
We can’t prevent the unexpected, but we can plan for it! Insurance provides financial safeguards for what we can’t see coming down the road. Here are types of insurance to consider. Not sure what’s right for you? We can help!
8 Different Types Of Insurance Policies And Coverage You Need Life is full of surprises. While some are exhilarating, others are devastating emotionally and financially, like a car accident or a kitchen fire. That’s why there are many types of insurance to help after unexpected disasters. To help you sort through your options, here are the main types of ins
No one plans to get hurt or sick, but things happen to even the healthiest. Don’t let a health-related event put you in crippling debt! Health insurance is part of a sound financial strategy; it’s all about finding the right plan that works for you.
Do You Need to Have Health Insurance? Everyone needs health insurance. It protects you if you have a serious illness, and takes care of treatment costs so you don't suffer financially.
Let’s change living “paycheck to paycheck” to living “budget to budget!” It’s a lot easier said than done, and everyone’s situation is different, but spending less than you make lets you plan for important financial achievements down the road.
Freedom from Debt Starts with This Question: Can You Do It? It can be hard at first, but with some sacrifice and self-discipline, you can learn to live below your means.
The best things in life are free – plus tax, of course! Taxes can be complex, but these tips and principles can make April 15th easier to navigate!
Understanding Income Tax Laws Taxes can be intimidating. Fortunately, there are some fundamentals that can help you understand what taxes are all about.
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3703 Mt. Diablo Boulevard
Lafayette, CA
94549
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
Lafayette, 94507
For over 25 years, we've helped 100s of families to spend confidently while saving for the future.
3685 Mt Diablo Boulevard Suite 161
Lafayette, 94549
Lafayette
I use a customized CFO approach for accounting, budgeting and saving with each client, taking you f
3658 Mt Diablo Boulevard, Suite 201
Lafayette, 94549
The first AI enabled financial platform for individuals providing bespoke Precision Investing™ .