You are invited...
…to design your future – your way.

Merle R. DiVita, CFP®, CIMA®

 

With over 35 years experience, Merle R. DiVita, CFP®,CIMA®, is committed to helping her clients sustain and improve their long term financial success. Her customized designed solutions are designed to conserve and help manage your wealth by delivering an unprecedented level of personalized service.

To schedule a complimentary initial consultation, please call 805.643.7600 or click Contact Us.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

With over 35 years experience, Merle R. DiVita, CFP®,CIMA®, is committed to helping her clients sustain and improve their long term financial success. Her customized designed solutions are designed to conserve and help manage your wealth. by delivering an unprecedented level of personalized service.