About Refined Path Financial

At Refined Path Financial, the mission is to guide individuals and families toward clarity, confidence, and purpose in their financial journey. As a fee-only financial advisor, we are paid solely by our clients — not through commissions or product sales. This means our advice is unbiased, transparent, and always in your best interest. We believe that financial planning should empower people, not confuse them, and I’m committed to helping my community make informed decisions that lead to long-term financial freedom. Whether you’re building a foundation, preparing for retirement, or navigating life transitions, Refined Path Financial is here to help you take the next step with integrity and direction.

Based in Stockton, California, Refined Path Financial proudly serves clients virtually throughout the state and beyond. Whether you prefer to meet from the comfort of your home or on the go, I make it easy to connect and build a personalized financial plan that fits your life.