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Team

At Wisemoney Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Cynthia Stauffer is a Certified Finanical Planner professional (CFP®), and an EA (Enrolled Agents, tax professional admitted by the U.S. Department of Treasury). With 20 years experience in the financial services...

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Arpy Raval

Financial Planner Assistant

9165955717

Arpy Raval has been working in the Financial Service Industry for more than 10 years. Arpy currently holds Series 6,7, & 63 securities license and Life & Disability Insurance License for the State of the California. She also holds...

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