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Sense & Serendipity: A blog

We pride ourselves on building strong relationships with clients, and that means sharing our story while also listening to yours. Through this blog, we detail for you the lessons we’ve learned about finance and life. We hope you find something that resonates with you.

Signs & Serendipity

Signs & Serendipity

10.12.2022 // Markets & Investing
If my witchy ways and my Serendipity Superpowers bug the shit out...
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Men, Minimums and Myth-busting

Men, Minimums and Myth-busting

03.28.2022 // Lifestyle & Personal
Starting with my favorite, here are the 3 most common questions I...
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So Much Good News!

So Much Good News!

02.25.2022 // Lifestyle & Personal
Good news is rolling in so fast around here I wanted to hit the p...
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2020 - a barnacle and a blessing

2020 - a barnacle and a blessing

01.01.2021 // Lifestyle & Personal
Near the turnaround point on a long sunrise walk to kick off a ne...
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Twenty-two

Twenty-two

12.22.2020 // Lifestyle & Personal
May 31, 2019, the very first day I put the very first energy into...
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Why Serendipity?

Why Serendipity?

11.22.2020 // Lifestyle & Personal
I wanted my business name to signify that my practice was unapolo...
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Carter’s Cabin

Carter’s Cabin

10.22.2020 // Lifestyle & Personal
Carter and I met in 1995 during our freshman session as legislati...
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Serendipity SecuritiesSerendipity Securities
  • 7735 Soquel Drive Aptos, CA 95003-3927
  • O: 831.661.0740
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serendipity Securities is not a registered broker/dealer and is independent of Raymond James Financial Services.

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