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    7735 Soquel Drive Aptos, CA 95003-3927 O: 831.661.0740
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Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Read
Read
Launching a financial future
Share these fundamental concepts with young emerging investors.
Family & Lifestyle
Infographic: Teaching money skills at any age
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
Family & Lifestyle
Your career, your legacy
5 ideas to help you build a meaningful professional legacy.
Family & Lifestyle
Read
Should I stay or should I go? Deciding to rebuild or relocate after disaster

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Family & Lifestyle
Read
Navigating employer retirement plans through career transitions
Know the ins and outs when making a career move.
Family & Lifestyle
Read
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle

IT’S A SAVVY SOIRÉE. You’re right on time.

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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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