CA Insurance License No. 0E74221
Gloria is a Certified Financial Planner practitioner™ and partner in Financial Focus LLC. Gloria brings a unique perspective to the financial planning process.
Her approach to money management thoughtfully integrates a client’s financial goals, risk tolerance, and return the requirement, while remaining acutely aware of their personal concerns. Gloria is a wife, mother of five and grandmother of nine. She is a member of Rancho Bernardo Community Presbyterian Church where she serves on the Lasting Legacy Committee.
Gloria finds tranquility and wisdom in daily Bible reading and devotional time.
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- Member of Carlsbad Hi-Noon Rotary Club
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- Solutions for Change Community Leadership Team
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- Certified Financial Planner practitioner (CFP®)
- College for Financial Planning, Denver, CO
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- Insurance Licensed – Insurance & Annuities
- Registered Representative – Securities America
Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Financial Focus LLC. Financial Focus LLC and Securities America are not affiliated.
