Francisco Ayala, CFP®, CFA, MBA

The Coleridge Group

My passion is helping families who want to use their income to achieve meaningful experiences, help others and take care of the planet. We like to partner with families that consider themselves altruists, minimalists, meditators, yogis, environmentalists, and/or socially conscious. We understand your mindset because we practice the same ideals. We believe that when people’s money align with their values, they are happier and more fulfilled.

We help our clients achieve financial and personal well-being through a life-centered approach to financial planning. Achieving your best life, and not indulging your money, forms the foundation for which our recommendations are based upon.

I have a degree in Finance from the University of Arizona, an MBA from Thunderbird School of Global Management, the Chartered Financial Analyst (CFA) designation, and the Certified Financial Planner™ (CFP®) certification. Yes, I love learning and personal finance is my passion. I have worked in financial services for more than 20 years and have experience in banking, lending, investments, and personal finance.

We are an independent, flat-fee, fee-only firm that’s been around since 1974. There’s nothing more rewarding than helping clients achieve their dreams, without any other hidden agenda. No products to sell, no commission targets to achieve, no assets to gather. Just unbiased advice to help our clients lead fulfilling lives.