Tree of Life Wealth's "Sister Firm", the WOMEN'S FINANCIAL PLANNING BOUTIQUE™ serves women from all walks of life that have decided it's time to make navigating important financial decisions a priority.
This branch, led by Olga Espiritu, CFP®, proudly opened it's doors to create a space and serve the unique needs of women, especially those experiencing LIFE CHANGES (divorce, motherhood, marriage, a career shift, retirement, widowhood, a financial windfall, etc.).
Many of the women the Boutique has served have shared that they hadn't felt confident in taking action in the past because financial salespeople proclaiming to be "advisors" didn't care to listen, didn't understand their unique needs, or had tried to sell them products rather than offering them sound financial guidance or solutions.
If you've realized it's time to plan for your future, the Boutique is ready to help you begin that journey!
Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of
CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA & TX.
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