Broker Check

Objective Financial Guidance

from a 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.