Pablo Oliva, Wealth Manager

Pablo Oliva, Wealth Manager

Sun Valley Financial is a fee-based practice that works with a wide array of clients and in differen

03/31/2024

On this day of reflection and joy, I extend my warmest wishes to you and your family. May the spirit of Easter inspire you to new heights and bring growth to your personal and financial endeavors.

03/08/2024

πŸŽ‰ Happy International Women's Day! 🌸

Today, we celebrate the remarkable achievements of women worldwide and reaffirm our commitment to gender equality and empowerment. From breaking barriers in finance to leading innovation in every field, women continue to inspire and drive positive change. Let's honor the contributions of women everywhere and strive for a future where every woman can thrive and succeed. πŸ’ͺπŸ‘©β€πŸ”¬πŸ‘©β€πŸ’Ό

02/19/2024

πŸ‡ΊπŸ‡Έ Happy Presidents Day! 🎩 Today, we honor the leaders who have shaped our nation's history and inspired us to strive for greatness. Let's celebrate the principles of democracy, unity, and progress they represent.
πŸ‡Ί

02/14/2024

On this day of love and affection, we're sending warm wishes your way. Whether you're celebrating with a special someone, friends, or enjoying some self-love, remember that love comes in many beautiful forms. πŸ’•

May your day be filled with laughter, joy, and moments that make your heart skip a beat. Cherish the love around you and take a moment to appreciate the love you have for yourself. πŸ₯° Happy Valentine's Day! πŸ’˜
🌟

02/13/2024

Let's bust some common misconceptions and shed light on the truth. Here are a few myths we're debunking today:

🚫 Myth: "You need a lot of money to start investing."
βœ… Reality: You can start investing with as little as $100. Every little bit counts towards your financial future!

🚫 Myth: "Credit cards are always bad for your finances."
βœ… Reality: Credit cards can help build credit history and offer perks like cashback rewards when used responsibly. Just pay off your balance in full each month!

🚫 Myth: "I'm too young to start saving for retirement."
βœ… Reality: The earlier you start saving, the better. Even small contributions in your 20s can grow significantly when you retire.

Don't let myths dictate your financial decisions. Educate yourself and make informed choices for a secure financial future!
Schedule a meeting Now!
➑️ https://calendly.com/svfaz
πŸ’ͺπŸ’°

01/24/2024

πŸ’° Ready to dive into the world of retirement savings? Let's demystify the age-old debate: Roth IRA vs. Traditional IRA. Choosing the right path can be a game-changer for your financial future! Here's a quick breakdown:

πŸš€ Traditional IRA:
βœ… Tax Deductions: Contributions may be tax-deductible, reducing your taxable income today.
βœ… Tax-Deferred Growth: Investments grow tax-deferred until withdrawal.
βœ… Ideal for those expecting lower tax rates in retirement.

πŸŽ‰ Roth IRA:
βœ… Tax-Free Withdrawals: Qualified withdrawals are tax-free – cha-ching!
βœ… No Required Minimum Distributions (RMDs): Enjoy flexibility in your retirement withdrawals.
βœ… Ideal for those anticipating higher tax rates in retirement.

Ready to make an informed choice? πŸ’ͺ
⌚ Schedule a meeting now!
➑ https://calendly.com/svfaz
Let's chart your course to retirement success! πŸš€

01/01/2024

πŸŽ‰βœ¨ Cheers to a New Year of Possibilities! 🌟πŸ₯‚

As the clock ticks down on this remarkable year, we’re grateful for the incredible journey we’ve shared. πŸ™ Thank you for entrusting us with your financial goals, dreams, and aspirations.

May the coming year bring you:

β€’ Financial prosperity that exceeds your expectations πŸ’°
β€’ Opportunities for growth and success πŸš€
β€’ Moments of joy, laughter, and fulfillment with loved ones ❀️

Here’s to embracing new challenges, seizing exciting opportunities, and navigating the path to financial well-being together! 🌐✨

Happy New Year from all of us at Northsight Wealth Management! 🎊πŸ₯³
πŸš€

12/25/2023

πŸŽ„βœ¨ Merry Christmas! πŸŽ…πŸŽ
As we celebrate this joyous season, we want to extend our warmest wishes to you and your loved ones. May your day be filled with love, laughter, and moments of joy!

11/23/2023

🌟 This Thanksgiving, we're thankful for the opportunity to be part of your financial journey. Whether you're reaching your investment goals or planning for a secure future, we're honored to stand by your side.

πŸ“ˆ As we gather with loved ones, let's also reflect on the blessings of financial well-being. Wishing you a day filled with joy, warmth, and the abundance of good company.

πŸ”” If you're considering your financial goals over the holiday season, remember we're here for you. Feel free to reach out and schedule a post-turkey consultation. Let's plan for a prosperous future together!

πŸ‚ Happy Thanksgiving from all of us at Northsight Wealth Management! May your day be filled with love, laughter, and the richness of gratitude. πŸ¦ƒπŸ’™

11/11/2023

πŸ‡ΊπŸ‡Έ To the brave men and women who have selflessly served our nation, today is dedicated to you – our heroes. πŸŽ—οΈ

Your sacrifices, courage, and unwavering commitment to protecting our freedom have not gone unnoticed. πŸ™ Today, we stand together as a community to express our heartfelt thanks for your service.

To all veterans, your dedication has shaped our nation and inspires us daily. Your strength and resilience are qualities we deeply respect and admire.

Retirement Planning for a Secure Future - Minority Nurse 11/08/2023

Retirement Planning for a Secure Future - Minority Nurse Planning for retirement is hard work, but that doesn't mean you can let it go. Get comfortable talking about finances so you can make the best plan.

10/04/2023

πŸ“Š Time to Reflect and Refine: Why Year-End Financial Goal Review Matters! πŸ“Š
As the year winds down, it's the perfect moment to take a step back and assess your financial journey. πŸ—“οΈ Are you on track to meet your goals? Are there adjustments needed?

Here's why a year-end financial goal review is crucial:
🌟 Measure Progress: It's like a financial report card! Reviewing your goals allows you to see how far you've come and what you've achieved.

🧐 Adjust for Changes: Life is full of surprises. Reviewing goals helps you adapt to unexpected events, whether it's a new job, a family addition, or unforeseen expenses.

πŸ’‘ Plan for the Future: Reflecting on your goals helps you set new ones for the upcoming year. What financial milestones do you want to reach in 2024?

πŸš€ Stay Motivated: Celebrate your achievements and stay motivated by visualizing your financial success.

πŸ’ͺ Take Control: When you review your goals, you're in control of your financial destiny. It's your roadmap to financial freedom!

Don't wait until January to make financial resolutions. Start now! πŸš€βœ¨ Review, adjust, and set yourself up for a financially prosperous year ahead.
Need guidance? We're here to help! πŸ’ΌπŸ’¬
Schedule a meeting now!
➑ https://calendly.com/svfaz β¬…

09/27/2023

🌟 At Northsight Wealth Management, we understand that your financial journey is unique. 🌟

Whether you're planning for retirement, building a diversified portfolio, or securing your family's future, we have the knowledge and experience to create a customized strategy just for you. πŸ“ˆ

Don't leave your financial future to chance. Let Northsight Wealth Management be your trusted partner in achieving your financial dreams. πŸ’ͺ✨

Reach out to us today and take the first step toward financial success! πŸ“žπŸ’Ό

➑Schedule a meeting: https://calendly.com/svfaz

09/05/2023

Happy Labor Day! πŸŽ‰ Today, we celebrate and honor the hard work and dedication of workers across the country. It's a day to recognize the contributions made by individuals in various fields, from healthcare to education, construction to technology, and everything in between.

So, enjoy this day and take some time to relax and recharge. You deserve it! Happy Labor Day! πŸŽ‰

08/29/2023

A heartfelt thank you to all the amazing attendees who made the evening truly special. πŸ‘πŸ€ Your energy, passion, and dedication to healthcare excellence filled the room and created an atmosphere of collaboration and camaraderie.

Stay tuned for more exciting gatherings in the future! πŸŽ‰ Together, we'll keep nurturing those "Healthy Connections" that empower us all.

Big thanks once again to all who attended and made the night shine! πŸŒŸπŸ‘©β€βš•οΈπŸ‘¨β€βš•οΈ

08/24/2023

πŸ“£Don't forget to join us tomorrow! πŸ“£

πŸŽ‰ Attention all Healthcare Workers!

You're invited to join us for Healthy Connections: A Social Mixer for Healthcare Professionals on August 25th at Xico Inc. This event is a great opportunity to network, socialize, and enjoy food and drinks. The event fee is only $12.50.

You can RSVP by clicking on the link provided below:
https://www.eventbrite.com/e/healthy-connections-a-social-mixer-for-healthcare-professionals-tickets-660557734967?aff=ebdsshwebdesktop&utm-source=cp&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&=&utm-term=listing

08/17/2023

Ever heard of the magic of compound interest? πŸ’°βœ¨ It's like planting a financial seed that grows into a mighty money tree over time. πŸŒ³πŸ€‘ Let's dive into this powerful concept and discover how Northsight Wealth Management can help you sow the seeds of a prosperous future!

πŸ”‘ Key to Wealth: Compound Interest

Compound interest is like the superhero of the financial world. πŸ¦Έβ€β™‚οΈ It's the interest on your initial investment plus the interest that accumulates on the interest itself. In other words, your money starts working for you, earning interest on interest, leading to exponential growth. πŸ“ˆπŸ’Έ

πŸ’‘ Here's the Magic: Let's say you invest $1,000 with an annual interest rate of 8%. In the first year, you'd earn $80. But in the second year, you earn interest not only on your initial $1,000 but also on the $80 you earned in the first year. This snowball effect continues, creating a compounding growth that accelerates over time! 🌟

πŸ›€οΈ The Road to Long-Term Success

Patience is the key ingredient in the recipe for long-term financial success. πŸ•°οΈ Long-term investments align perfectly with compound interest, allowing your money to flourish over the years.

πŸŒ… Start Early, Reap Big Rewards: The earlier you start investing, the more time your money has to compound. Even small contributions can turn into substantial wealth thanks to the power of time and compound interest.

🌍 Diversify Your Portfolio: At Northsight Wealth Management, we craft personalized investment strategies tailored to your goals and risk tolerance. We'll help you build a diversified portfolio that harnesses the potential of various assets and minimizes risks.

πŸ“£ Talk to Us Today! Let's chat about your goals, dreams, and how we can turn them into a reality with smart, long-term investment strategies. Your tomorrow will thank you for the decisions you make today.



*Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher.

08/09/2023

πŸŽ‰ Attention all Healthcare Workers!

You're invited to join us for Healthy Connections: A Social Mixer for Healthcare Professionals on August 25th at Xico Inc. This event is a great opportunity to network, socialize and enjoy food and drinks. The event fee is only $12.50.
You can RSVP by visiting this link:

https://www.eventbrite.com/e/healthy-connections-a-social-mixer-for-healthcare-professionals-tickets-660557734967?aff=ebdsshwebdesktop&utm-source=cp&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&=&utm-term=listing

08/04/2023

πŸ€”Are you a healthcare professional looking for a fun and relaxed way to connect with your peers? πŸ“£

If so, you are invited to join us for Healthy Connections: A Social Mixer for Healthcare Professionals on August 25th at Xico Inc. This event is a great opportunity to network, socialize and enjoy food and drinks. The event fee is only $12.50, and you can RSVP by visiting this link: https://www.eventbrite.com/e/healthy-connections-a-social-mixer-for-healthcare-professionals-tickets-660557734967?aff=ebdsshwebdesktop&utm-source=cp&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&=&utm-term=listing

This event is presented by Northsight Wealth Management and Keen Financial Solutions, two trusted partners for healthcare professionals who want to achieve their financial goals. Don’t miss this chance to meet new friends and learn more about how they can help you with your financial needs. We hope to see you there!

07/19/2023

Are you looking for a wealth advisor who can help you achieve your financial goals? Meet Pablo Oliva, with over 15+ years of experience helping clients with retirement planning, investment management, tax strategies, and more. Whether you are just starting out or already have a substantial portfolio, Pablo can help you create a personalized plan that suits your needs and preferences.

Take advantage of this opportunity to get expert advice from a trusted professional. Schedule a free consultation with Pablo today by visiting this link:
➑ https://calendly.com/svfaz β¬…

07/04/2023

πŸŽ‰ Happy 4th of July! πŸ‡ΊπŸ‡Έβœ¨ Celebrate financial freedom with Pablo Oliva, your trusted financial advisor. Let's make your goals a reality and secure a prosperous future. Enjoy the festivities and ignite your financial success! πŸ’°πŸ’«

06/18/2023

πŸŽ‰ Happy Father's Day! πŸŽ‰

Today, we want to give a special shoutout to all the incredible dads who are juggling fatherhood responsibilities while also making smart financial choices. As a financial advisor, I understand the dedication and hard work it takes to provide for your family and secure their financial future. I am here to help you. Contact me today to learn more about how I can help you secure your family's financial future.

➑ https://calendly.com/svfaz β¬…

05/29/2023

Today we honor and remember all those who sacrificed their lives for our nation.
Let us remember them and honor their legacy.

05/14/2023

Happy Mother's Day to all the amazing moms out there! Today we want to take a moment to recognize the incredible contributions that mothers make to our lives and to society as a whole.

We know that being a mom is a full-time job that requires tremendous dedication and sacrifice, and we want to express our gratitude to all the moms who make it look easy.

At Northsight Wealth Management, we understand the importance of family and moms' role in shaping our financial futures. We appreciate the trust that our clients, especially the moms, place in us to help them achieve their financial goals and provide for their families.

So to all the moms out there, thank you for everything you do! We hope that you have a wonderful Mother's Day surrounded by the love of your family and friends.

03/30/2023

Attention all National Association of Hispanic Nurses-Phoenix Chapter members!

Did you know that your membership comes with some incredible benefits? As long as your dues are up-to-date, you can enjoy base coverage of $10,000 for death and $10,000 for accidental death & dismemberment, with no medical underwriting required. That's not all - professionals, students, and affiliates are all eligible for these perks. Plus, as a member, you also get access to other lines of coverage at preferred group rates.

Take advantage of these fantastic benefits by visiting calendly.com/svfaz or calling 602-960-0362

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Address


6424 E Greenway Parkway
Scottsdale, AZ
85254

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 1pm

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