Your financial questions answered by an expert.

Our team

Founder and CEO

Denise M. Zapata, Financial Planner

It all began as a little girl. She had a dream to not only help her parents but help others that did not have the resources or the education to make wise financial decisions. How do you bring financial advise to every household in the world? Affordable and professional advice for everyone.

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Client Liason

Chanelle Menendez

Prioritizes helping members find answers to their questions in a quick, professional and joyful way. Connecting you with the right Advisor is our goal.

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Advisor Relations

Jessica Quintero

Providing our members with Advisors and Agents that are knowledgeable in their field and helpful with all member needs is important. Always providing the highest level of customer service.

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