Girls Just Gotta Have Funds

Girls Just Gotta Have Funds We Help Women Turn Possibility Into a Plan. When it comes to your financial future, the right partnership is everything.

We bring clarity and confidence to every financial decision, so you can take driven action, worry less, and fully enjoy your life.

We didn’t start out knowing what a rollover was either. 🤷‍♀️Now? This is who builds your financial plan. This is who pic...
10/06/2026

We didn’t start out knowing what a rollover was either. 🤷‍♀️

Now? This is who builds your financial plan. This is who picks up when you call. This is who keeps your paperwork moving so you don’t have to think about it. This is who helps you build a portfolio that fits your life.

Back then it was about saving up for candy. Now it’s about saving up for your future.🧏‍♀️

10/06/2026

Like it or not, we are all betting on AI taking over the economy.

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.
10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

10/02/2026
10/02/2026

Elizabeth, we are so excited for you and your growing family. Join us in sending love and congratulations! 🩵

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how...
10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/29/2026

Businesses are struggling to predict how long high energy costs will last.

I’m thrilled to be speaking at the Fall Speakers Series for Women in Logistics again this year!
09/27/2026

I’m thrilled to be speaking at the Fall Speakers Series for Women in Logistics again this year!

If you’re building something of your own, let’s review a few planning basics that can help support both your business an...
09/23/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.

Address

Girls Just Gotta Have Funds, 4115 Blackhawk Plaza Circle, Suite 100
Danville, CA
94506

Telephone

+19257363024

Website

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