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We plan for your future so you can live in the moment.

Custom financial plans & investment strategies—where personal touch meets peace of mind.

A Client-First Wealth Management and Financial Planning Firm

Wealth management can be an overwhelming experience. Gain control by having our experts organize and simplify your finances. We’re a team of CERTIFIED FINANCIAL PLANNER™ professionals, and our firm is an independent Registered Investment Advisor. We act as your fiduciary as we partner with you to find the unique financial balance that works for you.

WHO WE ARE

About Shared Vision Wealth Group

At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.

Our Clients

Successful households (and business owners) looking for a solid plan for their financial future turn to us.

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Our Approach

It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet The Team
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Take Control of Your Future Today

If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.

(760) 349-1750
certified

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.