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Our Business

I started Fidalgo Financial in 2016 for two reasons: a desire to empower clients through increased financial understanding, and to provide a service I felt wasn’t being met. 


Years ago, my husband and I wanted to pay a financial planner for a few hours of time to confirm that we were on the right track with our retirement investments. It was hard to find this service, and I knew that other people must have similar financial projects in need of advice, guidance, or a full comprehensive financial plan. My husband encouraged me to develop this business and use my financial skills to accommodate this need. I am a CERTIFIED FINANCIAL PLANNER® professional.


My strong interest in personal finance goes back many years, and I have experienced first-hand how ongoing financial knowledge and understanding has driven decisions that have benefited my family. I enjoy passing on my knowledge of personal finance and helping others reach their financial goals through making financial planning understandable and affordable.


Fidalgo Financial is available to answer questions or help with a financial project that takes just a couple of hours, or will complete a full comprehensive financial plan with you. Please give us a call. I look forward to meeting with you and finding out how we can help you reach your financial goals.

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