Our team approach adds perspective to all we do and helps you get to where you want to be. The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them!
Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination.
Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination.
Services
The aviation term "CAVU" means Ceiling and Visibility Unlimited, the perfect day to fly. At CAVU Wealth Management we help clients create a financial flight plan to reach their retirement destination, while maintaining the flexibility to navigate around turbulent and unforeseen circumstances - helping clients find their CAVU days.
The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a plan to address them!. That's why we take the time to really understand your values and see the world through your eyes.
CA Insurance License #0C34996 Michael S. (Mike) Wynns, a partner of the firm, began his career as a successful small business owner. As President and General Manager of a San Diego restaurant from 1989 until 1997, he gained knowledge. CA Insurance License #0I08175 Daniel Gomes is a graduate of the University of Southern California where he earned his MBA.
First, we get to know each and every client through a complimentary introductory meeting. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. After getting to know you and your situation, we will provide a recommendation of services we think you may need to have a successful financial plan.
The financial planning process takes our clients through an assessment of where they currently are, setting goals for the future and creating and implementing sound plans to address those goals. Our financial plans encompass all aspects of planning, including, but not limited to investment planning, retirement planning, estate planning, debt management, tax planning, and debt management.
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