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Objective  Financial  Guidance



Trusted Advisor

You are invited

to Design Your Future

-- Your Way.

 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.

The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019.

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary      

Download Economic Commentary