About Us
Mission Statement
Camino Real Financial Strategies provides financial services for successful families and closely held businesses. Our mission is to help clients provide financial security for their families today and for the rest of their lives--what we call building a Financial Fortress.
Principles and Practices
1. Serve those who serve others—we believe our work is significant and can have immeasurable impact when we help strengthen those who give back to their community. We make it a priority to serve others by sharing our resources, time and talents.
2. Practice uncommon integrity—we strive to strictly honor our professional and fiduciary responsibilities. Our clients deserve it.
3. Education matters—we believe full disclosure and clarity lead clients to confident decisions. We also believe it is our responsibility as professionals to constantly seek new knowledge and to sharpen our skills.
4. Provide comprehensive financial services—we align with best-in-class financial service providers, seek industry leading expertise, and work with experienced local professionals to make sure the job gets done.
5. Be the professional—we believe we serve clients best by following a proven process and service model.
