1917 Palomar Oaks Way, Suite 130 - Carlsbad, CA - 92008 760.431.3040

Personal Financial Planning

Portfolio Optimization

Retirement Planning

Business Financial Planning

Who we are

Financial Focus is an independent firm, making unbiased recommendations for our clients. We specialize in providing solid investment advice and innovative financial solutions.

what we do
How we work

An established approach to financial services tailored just for you.

our approach
  • Goals

    Knowing your personal, financial and lifestyle goals makes it possible for us to deliver great financial advice.

  • Plans

    Goals without a plan lack the necessary framework to translate aspirations into tangible achievements. Our team works with you to develop a strategic plan suited just for you.

  • Actions

    Plans require action or they are just mere intentions. We work with you to implement your strategic plan and follow up to make sure you are on the right track.

Contact us for help with your finances.

Real-Life Case Studies

Illustrating How We Help Clients Navigate Various Financial Situations