WealthChoice

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About

WealthChoice in Coronado is a fee-only financial life planning firm at 1001 B Avenue, Suite 319, 92118, built specifically for women executives and breadwinners navigating career-stage wealth decisions. The firm's planning methodology targets four financial derailers — lack of goal clarity, cash flow management, career planning, and investment strategy — a specialization distinct from broader advisory practices at Edward Jones — Hayley N Beard, CFP® on Orange Avenue. Founded in 2016 by a CFP® and CFP Board Ambassador who co-founded the Equita Financial Network in 2018, WealthChoice operates as a fiduciary with NAPFA membership, FPA affiliation, and Dimensional Fund Advisors as the investment platform. The firm's published guide, Corner Office Choices: The Executive Woman's Guide to Financial Freedom, extends the advisory framework into a self-directed resource for specialized women managing compensation complexity. International relocation and cross-border tax structures for globally mobile executives sometimes require expedited documentation through Coronado services at Emergency Expedited Passport. WealthChoice's most complex engagements model restricted stock unit vesting schedules, incentive stock option exercise timing, deferred compensation payout sequencing, and concentrated equity diversification strategies across multi-year career transition horizons.