Mark Smith Financial Services - Thousand Oaks (CA)

Addison Lueras Megan is an incredible financial advisor - honest, extremely knowledgeable and very communicative when it comes to all things finance related. She’s very trustworthy and it’s one reason why I made the switch from my last financial advisor to her. Highly recommend- you will not be disappointed.

Barbara Crum Catherine lives and works with passion and it shows in everything she does. Shes well versed in her industry and is a wealth of knowledge to guide even the most difficult financial situations we all face in life. She is also a pillar in the Latino community in San Diego leading the way for other business men and women to become united and to become leaders in our community. It seems that whether it comes to her own business or her participation in non-profit organizations, everything is done with enthusiasm, knowledge and finesse.