7220 Trade Street
Society holds high expectations for us to fulfill our roles as women, mother, entrepreneur, caregiver, and partner (to name a few), and yet, we oftentimes find ourselves not meeting those expectations because our devotion to one area means sacrifice in another. The pressure we put on ourselves to be the best can come with a high cost.
As a firm founded by a #bossmom, we understand the value and challenge of time: between our family, our business, and our health it's hard to devote the time to ensuring our wealth management is working just as hard as we do.
We created the Modern Wealth Bossmom™ community to empower our female powerhouses with the resources and partnership they need for optimizing their time and wealth management, all while being in good company of other like-minded women.
At Vista Del Mar Wealth Management, we develop streamlined systems within your customized financial plan so that you have more time to dedicate to your family, your empire and yourself. Your team of professionals works with you to understand your drive and goals, and manages your wealth in a way where your vision remains at the core.
The Modern Wealth Bossmom™ community believes that when women work with women, we have an unstoppable power. Our community is founded on a core value of intentional collaboration. We connect with other successful mom entrepreneurs who uplift one another and are motivated by how we can do more for our family and communities. We create a safe space to talk openly about money, so we can celebrate your successes and share in your struggles. As moms, business owners and strong women, we deserve a platform where our worth is valued.
The Modern Wealth Bossmom™ is a community of visionaries; we understand that our success provides us the opportunity to give back and serve others with intention. We are the changemakers and the influencers championed to make a lasting impact in the world.
At Vista Del Mar Wealth Management, we value the power of networking, and strive to continuously find resources for our Modern Wealth Bossmom™ to grow personally and professionally.
Powerhouse broker/owner of The Avenue Home Collective, Melissa Sofia, created The Mompreneur Meetup: a mastermind group of dedicated mothers who take on the role of raising and managing a family, running businesses, and/or working. Based in San Diego, CA, this community of #bossmoms connects with other high vibe, high achieving mamas and provides bountiful resources to achieve success in your career, thrive in your relationships, and align your life's work with you life's purpose of motherhood.
Follow their IG page to stay updated with monthly events and the opportunity to network with other #bossmoms.