Cynthia Ruffin - New York Life Insurance Company

Calera Investment Group is a financial services firm based in Glendale, CA, specializing in investment management and advisory services. With a focus on creating tailored investment strategies for clients, Calera Investment Group aims to help individuals and businesses achieve their financial goals through sound and personalized financial planning. Generated from their business information

Most people, even many advisors, view financial planning as mainly a math exercise. While there are certainly a lot of numbers involved, James views financial planning as a holistic process that centers around helping our clients gain a clear understanding of their relationship with their finances; what money means to you, what you want your wealth to do for you.