Maximize Your Wealth Now

San Diego, CA

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About this pro

How does your service stand out?

I'm one of only 253 certified financial educators in the US with 28 years of experience. I'm certified to teach at colleges, universities, and business campuses.

What do you enjoy about the work you do?

I enjoy educating business owners and entrepreneurs on how to make money and keep it through the five steps to financial freedom. Companies appreciate my knowledge in Covered California, tax savings, financial guidance, and suggested thoughts on how to set up key man insurance with secure life insurance programs that include long-term care.

Location

San Diego, CA 92122

Reviews

5 Reviews
  • Deborah W. Feb 26, 2016
    Shirlene is a Genius when it comes to Promoting Women in Showing Up and Being the Best They Can Be!
  • Shari D. Feb 24, 2016
    I was asked to shoot video for Shirlene and her clients. I was impressed with Shirlene's passion and commitment to her clients. She was easy to work with.
  • Susie G. Feb 21, 2016
    Shirlene is an amazing financial advisor. She explained everything in detail and was very helpful.
  • Jana P. Feb 18, 2016
    Shirlene is a wonderful person and works with her clients with the utmost integrity. Her knowledge about financing with short and long term goals is extremely beneficial. I am extremely glad that I consulted with her to get my future on track for retirement. Jana P.
  • BARBARA W. Feb 17, 2016
    Shirlene and I are producing a show on WMAX.TV and she has been absolutely wonderful to work with. She is a conscious and spiritual entrepreneur and holds herself to a high standard.