About Us

Finera Financial empowers individuals, families, and business owners with financial literacy and tailored solutions for wealth building and retirement planning. With a focus on innovation and technology, they offer a platform for financial professionals to achieve independence and growth, backed by expert support and cutting-edge tools.

How We Got Started

I lived in the DMV area most of my life. My parents have been married for almost 40 years and I'm the oldest of 4 children, so relationships are very important to me. I've been through a lot of trials and tribulations in my adult life. I've been kicked out of college twice, I was engaged but I broke it off, and I had a very unhealthy fear of failure. As I've grown up and worked in the retail, grocery, and service industries, a lot of the people I worked with were in their 50s, 60s, and 70s. I always wondered "shouldn't they be retired?" I was naive and I didn't know anything about retirement. When I was first introduced to the business, the light bulb turned on and it all made sense. It's not that people don't want to retire, they can't afford to retire. Most people have to work until they die in this economy. I got into this business to pay back all those potential retirees in my journey because if it wasn't for them I wouldn't be here. I love what I do and why I do it!

Products & Services
Financial Planning by Finera Financial
We're experts in thinking about the long term. Finera Financial helps customers plan for retirement, unemployment, and the unexpected. Talk to us t...
Final Expense by Finera Financial
Life insurance designed for end-of-life costs.
Annuities/Pension Plans by Finera Financial
Savings accounts with insurance companies that protect your principal, give you tax-deferred growth, offer guaranteed income for life, let you part...
Recommendations Given (21)
"June is great, has a lot of accounting and advising expertise. If you're a business owner who..." Read more "June is great, has a lot of accounting and advising expertise. If you're a business owner who uses QuickBooks but you need help with organization of your books, she's the person to reach out to."
"She's very professional, cares about her clients, loves to educate and helps them clean their..." Read more "She's very professional, cares about her clients, loves to educate and helps them clean their books. Absolutely wonderful, anyone in the DMV looking for a bookkeeper. She's one of the best!"

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!