Hearts and Happiness are Here! Come party with us at Merle’s 11th Annual Valentine Party. Neighbors & Nibbles and Sweets & Treats. And Yes! - the famous SWAN cookies will definitely be there. Guests and new friends, as always, are welcome!!
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 Outlook 2020: Bringing Markets Into Focus is here to provide investment insights as well as economic and market guidance to help us navigate 2020.
To view the complete publication, click here.
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
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