CALABASAS, CA / ACCESSWIRE / October 28, 2024 / Navigating financial decisions, especially when planning for long-term security, can feel overwhelming. Many individuals find themselves anxious, uncertain about whether they're on the right track, or unsure about what steps to take next. At Fidela Wealth, we believe that clarity is the cornerstone of financial confidence.
After more than a decade in the financial industry, Melissa Estrada, founder of Fidela Wealth, is celebrating the firm's one-year anniversary. Fidela Wealth helps clients transform uncertainty into confidence by delivering personalized, data-driven strategies. Estrada's approach extends far beyond the numbers, providing clients with guidance on every financial decision that shapes their future, from portfolio management to the complexities of long-term planning.
"It's not just about the numbers - it's about helping clients fully understand their options and feel confident in the decisions they make. True financial security comes from making choices that are both informed and aligned with their goals," says Estrada.
At Fidela Wealth, the focus is on evaluating crucial financial decisions - whether it's comparing Roth vs. traditional 401(k) contributions, identifying the optimal pension payout structure, determining when or how to pay off a mortgage, or assessing the impact of real estate on long-term wealth. Clients gain a clear, comprehensive understanding of their financial landscape and leave feeling empowered to make decisions that align with their goals and overall well-being.
With so much accessible financial information available today, it can be overwhelming to know what truly applies to a person's individual situation. "There is so much accessible information, but the bottom line is every situation is different. We want to find out how to maximize every dollar with our decisions," Estrada adds.
As Fidela Wealth marks its first year, Estrada reflects on the firm's growth and the trust clients have placed in her ability to provide clarity and confidence in decision-making. With over 12 years of industry experience, Estrada's mission remains the same: guiding clients through the complexities of financial planning with strategies that ensure both financial security and peace of mind.
Are you getting this level of clarity and insight from your current advisor?
About Fidela Wealth
Founded by Marine Corps veteran Melissa Estrada, Fidela Wealth commits to the highest standards of service, offering comprehensive wealth management that aligns with the speciļ¬c needs of its clients.
Contact Information:
Fidela Wealth
Melissa Estrada
info@fidelawealth.com
+1 (818) 743-7068
www.fidelawealth.com
SOURCE: Fidela Wealth
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