About Us
Press
Press
May 2026 – California Business Journal – ‘Most Popular’
April 2020 – It’s Your Money “Virtual” Financial Series Press Release
September 2019 – ifa.com – Index Fund Advisors Website Article
August 2019 – Laguna Niguel Seniors Club Newsletter – Special Workshops Announcement
March 2015 – Successful fundraising Article – page 8
October 2014 – Video: PBS Socal presents IYM & IYE workshops
October 2012 – Newport Beach Library Bookmark Article
October 2008 – Newport Library Foundation BookMark Article
IN THE NEWS!
Check out the California Business Journal article that dives deep into our core mission: providing unbiased, fiduciary-led financial education without the sales pitch. We believe that everyone deserves access to clear, honest information to navigate their financial future with confidence.
