Lupita Lechuga

Financial security is something many of us strive to achieve in our lives. It looks different for everyone but it's not impossible to achieve. I create a financial plan with you. My mission is to educate, provide appropriate recommendations, and grow old with you. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

I want to give you the opportunity to plan for your now and plan for when you are gone. Once you're a client, I want to be the most important resource for you, your family, and your children. I want to be the reason you can leave a legacy and the wealth you have worked hard to build that trickles down multiple generations.

My team and I are able to be a resource to the Spanish-Speaking community. Additionally, we serve small business owners and women in a professional role in education, the medical field, and executive/leadership positions.