Mayes Financial Planning

Blue Summit Financial Group, based in San Diego, CA, specializes in sustainable investing and financial planning, managing over $185 million in assets for clients across the United States and abroad. With over 25 years of experience in innovative sustainable and responsible investments, the firm focuses on aligning clients' portfolios with their values through ESG and impact investing. The team at Blue Summit is composed of seasoned professionals, including certified financial planners and wealth advisors, dedicated to keeping clients informed about companies that make a positive environmental and social impact. Their commitment to sustainable investment practices ensures that clients can achieve financial goals while contributing to positive change in the world. Generated from the website

Financial Strategies & Insurance is a fiduciary financial firm based in San Diego, CA, dedicated to helping individuals and families achieve their financial goals through comprehensive planning and investment management. With a focus on care, culture, and character, the firm prides itself on mapping clients' futures, retirements, and legacies with a deep sense of responsibility. The team at Financial Strategies & Insurance emphasizes a service-oriented approach, aiming to provide smart and respectful financial guidance. By prioritizing diversity, equity, and inclusion, they strive to create an advantageous business environment that benefits their clients. Generated from the website

Centaurus Financial Inc., located in Irvine, CA, is a dedicated financial boutique that specializes in assisting individuals and families in achieving their financial goals. They offer a range of services including financial planning, wealth management, insurance, real estate, and mortgage solutions, ensuring a comprehensive approach to clients' financial needs. The firm prides itself on providing personalized attention, tailoring its recommendations to meet the unique situations of each client. By focusing on individualized solutions, Centaurus Financial Inc. strives to foster a supportive environment for clients seeking to navigate their financial journeys. Generated from the website