our story
More than 55 years in business and leadership
We founded 55.financial being inspired by our shared vision and complementary expertise. We’ve brought together over 55 years of combined experience in business and leadership. Despite our different career paths, we discovered that our core values and lessons learned were remarkably similar.
Coming from a close and hardworking family, we have always been committed to our work, deeply caring about the people we serve and the relationships we build. Our mutual goal is to make a meaningful difference and deliver outstanding results.
Balancing life and work has been a challenge, leading us to redefine client success as being your best self in a business you are passionate about, giving you the money, time, and freedom of choice to live a life you love.