Guiding You to Financial Peace

Our goal is to simplify your financial life and help connect your money with your goals. With over 40 years of experience, I bring calm, clarity, and honest guidance to every conversation.

What is Keeping You From Financial Peace?

Share a few details about your situation, and I will reply personally with next steps. No pressure, no commitment. Just clear guidance to help you move toward financial peace.

Tell me about your request

Your name

Your email

Your phone number

I agree with the Terms & Conditions and the Privacy & Cookies Policy of UENI and any applicable Terms and Conditions of Roxell Wealth. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Guiding Clients to Financial Peace

(510) 435-4303

[email protected]

Guiding You to Financial Peace

What is Keeping You From Financial Peace?

Share a few details about your situation, and I will reply personally with next steps. No pressure, no commitment. Just clear guidance to help you move toward financial peace.

Guiding Clients to Financial Peace

Follow Me