Celebrating 27 Years in Business!

In some ways it seems like a blink of an eye. In other ways it feels like a very long time. But either way, it’s been a wonderful ride. I’ve had great support from a loyal staff of competent professionals, and a family of clients I value on a very personal level. In an industry associated with “expensive services”, my intention has always been to provide extraordinary value, through a unique, useful, and dynamic program for the ever-changing lives of the people I serve.  We’re all very proud of the financial progress our clients make through our relationship with them. I can’t think of a better way to have spent the past 27 years!

Elaine Kiernan, CFP®, CDFA®, CSA®
Owner/President

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2161 Delaware Avenue Suite C Santa Cruz, CA 95060
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Securities offered through Geneos Wealth Management Inc, Member FINRA & SIPC
Investment Advisory Services offered through Financial resource Associates, Inc.

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