Objective Financial Guidance

from a trusted advisor

You are invited...

                       ...to Design Your Future -- Your Way.

Merle R. DiVita, CFP®, CIMA®

With over 35 years experience, Merle R. DiVita, CFP®,CIMA®, is committed to helping her clients sustain and improve their long term financial success. Her custom designs are strategically aligned for flexibility with your goals to help conserve and manage your wealth. Personalized service is structured to compliment a client’s specific lifestyle needs.

To schedule a complimentary initial consultation, please call 805-643-7600 or click Contact Us.


Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.