Contact

Start with a conversation.

As a state-registered adviser, Fourzan Financial works exclusively with California residents. A short intro call — about fifteen minutes — is the easiest way to see if we're a good fit. Pick a time below, or reach out directly, whichever feels easier.

LocationChula Vista, California
Meeting across greater San Diego in person — or by video or phone anywhere in California.
Response timeWithin one business day, from Sergio himself.
LanguagesEnglish & Spanish
Before you book

What to expect from the call.

EXPECT

A friendly conversation

Your situation, your questions, and an honest read on whether I can genuinely help.

PROMISE

No pressure, ever

No scripts, no hard sell. If we're not the right fit, I'll gladly point you toward somewhere that is.

PREPARE

Nothing at all

Come as you are. If it helps, bring whatever money question has been on your mind lately.

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