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7220 Trade Street Suite 115 San Diego, CA 92121

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Modern Wealth for the Modern Investor

Young professionals just starting out in their wealth journey understand the importance of money management but are often turned away by other firms for not having enough assets for a financial plan.  At Modern Wealth Collective™, we believe that younger investors deserve access to sound financial advice and planning.   Our firm is a trusted partner for future investors and visionaries who are looking to build a solid financial foundation for success.

Are you a recent grad and eager to make your mark in the world?

Have you been managing your own money, but are now unsure what more you can do with it?

Do you want to learn more about how to be more intentional with your money decisions?

<em>"Here's to Strong Women:&#160; May We Know Them.&#160; May We Raise Them.&#160; May We Be Them."</em>

Modern Wealth Collective™ believes that that financial success is achieved when we are committed to working together.  As your accountability mentor and advisor, we provide a safe platform where younger investors are not ashamed to talk about money.  Our goal is to provide the resources and education for you to create healthy money habits and feel confident in working towards your financial goals.

Our firm created a customized 3-session program for those that are just starting out in their wealth journey.  This program is for you if you're:

  • a high school student or recent high school grad, or
  • a college student or recent grad.

We cover smart money moves, career paths and realistic budgets to start your wealth journey.  Are you ready?


You are worthy of financial success.  We can show you how to get there.

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