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Wealth Cairn

Empowerment . Integrity . Responsibility

About

We believe

We believe that our true Purpose in life guides our actions around money.  Responsibility begins with the foundation of this Purpose and expands into a life-long, intentional pursuit.


We exist to provide expertise and coaching to guide you through your pursuit.  We are your believers, your biggest fans, and your partners.

Your journey begins with an Investor Coaching Workshop or a consultationled by one of our Certified Financial Planner CFP® Coaches. 

How we Can Help You

        Clarity in pursuit of your financial goals
        Financial Prudence and Mastery
        Educated decision making process
        Maximized wealth building potential
        Intelligent long term tax strategy
        Coherent and Strategic Preparation 
        Freedom of choice 
        ​Achieve and Maintain Financial Balance

Outcome

Families discover their true purpose for money.  Freedom, fulfillment and Love is present.

What is possible...

With guidance from Wealth Cairn, you will begin to discover the values that are truly important to you and what had held you back from accomplishing your goals.  You will begin creating a new relationship with money, one that inspires and empowers you. 

Here below is what a recent client actually accomplished by working with Wealth Cairn.  

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Testimonial
Contact

Ready to make a difference in your finances?  Talk to a coach at 408-520-1518

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Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.  Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system.  Wealth Cairn and its advisors do not offer legal or tax advice.  Please consult an attorney or a Certified Public Accountant for legal and tax advice.

CA Ins lic 0E19513.

This website is reviewed by regulators for advertising compliance.  References to FINRA, SEC and other security regulators does NOT imply that Wealth Cairn is approved, sponsored or recommended by the regulators.

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© 2024 by Wealth Cairn    

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