Helping you pass down
PEACE OF MIND
When you don’t understand financial management, achieving peace of mind can feel impossible. To make things more difficult, many financial firms are large, impersonal and use complicated jargon.
Jesus Pineda provides a true one-on-one experience, where simplicity and understanding are top priority, so you can make the most informed decisions to leave the legacy your family deserves.
Meet
Jesus PINEDA
Family first, Jesus knows what it’s like to place emphasis on leaving a legacy. Arizona native, husband, father, and avid listener, Jesus Pineda has found his purpose in helping clients gain control of their own legacies.
Our
PROCESS
Your comfort and understanding are our main objectives. That’s why you’ll only ever work one-on-one with Jesus; so you can fully understand your options, feel heard and know that the course you’re charting is the best fit to achieve your specific goals.
The
LIBRARY
Understanding your financial journey is a tough one, especially when you’re starting from zero. Visit our library of hand-selected, simplified resources for deeper clarity on some of the more challenging financial topics.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Local
GUIDE
Growing up and making a life in The Valley, you could say Jesus is a bit of an expert on the area. When you aren’t talking finance, he’s your guy for the most up-to-date information, recommendations and local happenings.
