WAITING LIST AND REFERRALS

Thank you for your interest in Primas Financial Planning. While you wait for my Summer 2025 calendar to open up, I'd like to provide you with some referrals* that could be a suitable match for your planning needs:

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

• First generation and portfolio management: Valerie Rivera, CFP - FirstGen Wealth

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

• Military and college planning: Mike Hunsberger, CFP – Next Mission Financial Planning

• Military and portfolio analysis: Matthew Oberdorfer - Arena Investor

• Equity compensation and cross border planning: Sefa Mawuli, CFP - Jade & Cowry
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​If you find what you're looking for through these resources, fantastic! If you prefer to join the waiting list, please fill out the form below. I will notify you if there's an opening before July.

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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.