top of page

Investor Coaching workshops

We believe that each and everyone of us has a dream - a dream of what’s really possible in our lives.  An imagination of who we will become, the adventures that inspire us, the community that move us and embrace us.  We dream beyound what money can buy but who our true purpose calls us to be.
workshop and peter crop (2).jpg
WE believe
...that money does not buy us happiness.  However, the worry of insufficiency diminishes our dreams.   We created this series of financial education workshops to engage investors and to help you discover your true purpose for money and the dreams you harbor.  
We designed these workshops to be interactive and fun!  Yes, FUN.  We do not push any product sales on you.  This space is for us to explore what really matter to you in the world of finance, how you have accomplished what you have today, and discover what is possible for you to create in the future.
wonderlane-w1s5H_3Zn48-unsplash_edited.j
We select  in our local community some of the most engaging venues, such as the Silicon Valley Capital Club or the San Jose Country Club, so come and join us for an afternoon of awesome, engaging event.
Upcoming Events

Upcoming Events

Past Events

antenna-ohNCIiKVT1g-unsplash_edited.jpg
"Each of us must come to the realization that we can function and live at the level of vision rather than following some great leader’s vision.  Instead of looking for a great leader, we are in an era where each of us needs to find the great leader in ourselves.”

Werner Erhard Interviewed by Loretta Ferrier
Scene Magazine/September-October 1982

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

Your subscription has been received. Thank you.

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.

  • Black Facebook Icon
  • LinkedIn
  • Black YouTube Icon
  • Instagram

© 2024 by Wealth Cairn    

bottom of page