WHAT WE OFFER
* Expert financial insights and analysis
* Easy to use financial planning tools
* Real time data and market updates
* Educational resources for all experience levels
* A secure and user friendly platform
At Fundingavision Financial , we believe that retirement should be a time of peace, purpose, and security.
Rooted in faith-based values and guided by integrity, our mission is to help seniors and retirees make sound financial decisions that align with their values and support their long-term well-being.
We understand that managing money in retirement isn’t just about numbers—it’s about protecting what you’ve worked hard for, providing for loved ones, and living with dignity and confidence.
That’s why we offer personalized financial solutions designed for this unique stage.
Meet the Founder
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Our Mission
We understand that retirement is not just a phase- it’s a new chapter filled with opportunity, reflection and important financial decisions. Our mission is to help seniors and retirees enjoy peace of mind by making their financial lives simpler, safer and more secure.
With decades of experience in financial planning and retirement strategy, we specialize in providing clear, trustworthy guidance tailored to your needs. Whether you’re managing retirement income, protecting your savings or planning your legacy, we’re here to support you every step of the way.
Maria is proud to be part of the FEG crusade,
a movement committed to educating communities on financial literacy and independence. Her passion for this mission fuels her drive to guide clients through life's financial complexities with integrity, trust, and long-term vision.
At Fundingavision Financial,
Maria and her team specialize in creating clear, customized financial roadmaps that align with each client's values and goals. From strategic retirement income solutions to multi-generational legacy planning, her client-first approach ensures that financial strategies are transparent, practical, and built to last.
- ART EUGENIO
Medicare and Advance Insurance Specialist
- J de GUZMAN
Annuity and IUL Strategist and Mentor
DIANNE I.
Head Annuity Dept.
- TYLER BROWN
Retirement and Estate Planning Dept Manager
Whether you are nearing retirement, building wealth for the future, or protecting your family's legacy, Maria Cruz and Fundingavision Financial stand ready to be your trusted partner in achieving lasting financial security.