WAITING LIST AND REFERRALS

Thank you for your interest in Primas Financial Planning. My calendar is currently full, and I don't expect to have availability again until Summer 2027 at the earliest (sooner only if a current client spot becomes available).

If you were referred by an existing client, please scroll to the bottom of this page to fill out the form with your referrer's name, and I'll be in touch right away.

If you were not referred by a current client, here are some referrals* that could be a suitable match for your planning needs in the meantime:

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• First generation and wealth builders: Uziel Gomez, CFP - Primeros Financial

• Military and government workers: Amy King, CFP - Instar Financial Planning

• Military and women: Vanessa Alanis, CFP, AFC - Black Dog Wealth

• Teachers: Gabbi Cerezo, CFP, AFC - Sustain Financial

• Business owners and portfolio management: Valerie Rivera, CFP - FirstGen Wealth

• Equity compensation and cross border planning: Sefa Mawuli, CFP - Jade & Cowry

If you find what you're looking for through these resources, fantastic! Otherwise, you're welcome to join the waiting list below.

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*The referrals listed on this website are provided for informational purposes only. We do not endorse or guarantee the services or products offered by these referrals, and we are not responsible for any outcomes resulting from their use. Please conduct your own research and exercise due diligence before engaging with any of the referred entities.