Broker Check

Ora R. Citron, MBA

Financial Consultant to Women Experiencing Life's Transitions

(925) 301-4084
[email protected]

We know that clients' needs vary widely as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services.

Financial Planning is a process - not an event, It requires identifying and placing a priority on your personal goals and aspirations. This is the starting point for creating a road map that guides our decisions in all financial matters.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning, to execution, to follow-up. We are proactive in helping you develop a strategy that aligns with your particular financial goals and objectives, using the most efficient and effective methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

You are invited to check out all the material on our website. For Women In Transition, be sure to look at the special section devoted to your concerns. If something prompts a question please send us a quick email or call our office. We would enjoy speaking with you.