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Our Story

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Julia and Matthew (J+M) met in 2003 on a blind date in La Jolla, CA. From that first evening at Barbarella (still their favorite restaurant), they knew they were meant for each other. Fireworks literally ignited off in the distance at the end of their meal, (which of course Matthew takes credit for), from the SeaWorld nightly show. A perfect ending to an awesome evening and a perfect beginning for their new life together. Devoted partners both in life and in business, they have been co-creating together ever since.

 

J+M are San Diego, CA natives and have also lived in both the Los Angeles and San Francisco Bay areas, Boulder, CO, and Austin, TX.

 

When they are not working with clients, they enjoy spending quality time together and with their dog, Joy. They love learning, exploring, hiking, cooking, dancing, yoga, movies, art, design, photography, and acting silly. 

RockStar Financial

San Diego, CA

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Form ADV Parts 2 & 3

Privacy Policy

Insurance Licenses #0D41062 & #0F42950

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

This commentary reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King. It does not necessarily reflect the views of Foundations Investment Advisors, LLC (“Foundations”) and is provided for educational purposes only and the contents are solely maintained by and the responsibility of the applicable 3rd party . The 3rd party content is subject to change at any time without notice, and does not represent an express or implied opinion or endorsement of any specific investment opportunity, investment strategy or planning strategy. Foundations in no way deems reliable any statistical data or information obtained from or prepared by third party sources in this commentary, nor does Foundations guarantee its accuracy or completeness. No legal or tax advice is provided or intended.

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