Out of an abundance of care and concern for the health & safety for all of our clients and our staff, going forward our meetings and consultations with you will be conducted via phone (805-643-7600), email: email@example.com and online via pre-scheduled video conferences. Please also interact with us on Twitter, Facebook, and LinkedIn. We're all in this together. Stay Safe!
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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.