Who is crosspoint financial? We are a boutique financial planning firm here in Tustin Ca. My mission/vision is to be the most trusted financial advisor to my clients, to make a difference in every one we talk to whether they are clients or not. My core values/philosophy: 1) always look out for my client’s best interest, 2) to serve them well in any market condition, up or down, 3) to be patient and understanding as these financial matters can be complicated. What set us apart? We care about your well-being more than anything else. Why Crosspoint? You face many decisions every day, with us, we will take away many worries along the way and that will allow you to live your life the way you want to. You plan to retire and needless to say, you will have many worries, you are at a cross road, or cross point in your life and if you cross over the line with us, we will do what we can to help eliminate those worries, therefore, you can live your life the way you want to or should.
What’s crosspoint personality? We are conservative, family oriented, not flashy for sure, under promised, over delivered. Responsive, sincerity.
Who would be my celebrity spokeperson? someone conservative but has a great sense of humor.
My target audience: I work mostly with retirees and business owners. Most of the retirees I work with are in the early stage of their retirement. Quite a few of them are women nurses from the regional hospital here called Kaiser Permanente. I provide them with direction and guidance on their money and retirement (specific to their situation, personalized).