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Our Clients

Our clients are able and willing to build the trust necessary to delegate their financial matters to competent, trustworthy professionals who work as a team, allowing clients to simplify and achieve financial balance.

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While our headquarters are located in Austin, TX, we are licensed to work in all 50 States and can easily serve our clients virtually.

You may benefit from our Services if:

  • You are looking for innovative, modern, out-of-the-box strategies to grow, protect & transfer your wealth

  • You would like to have a professional take a comprehensive look at your financial situation (Bank Accounts, Investments, Retirement Plans, Social Security, Insurance, Real Estate, Net Worth Statement, etc.)

  • You are looking to hire a financial specialist, or possibly replace your existing Financial Advisor, Planner, Manager, CPA or Bookkeeper

  • You are interested in a custom tailored, hands-on, fee-based approach to managing your money

  • You have a Life Insurance policy that has been in force for 3 years or more

  • You are looking to purchase a Life Insurance policy from a top-rated company or increase your existing coverage

  • You are interested in tax-deferred growth and tax-free income

  • You are experiencing some type of financial transition:

    • Marriage

    • Buying a new home or investment property

    • Having children / saving for college

    • Starting a new job or career / switching companies

    • Starting or selling a business

    • Inheritance / Windfall

    • Divorce

    • Within 5 years of Retirement (before or after)

    • Illness

    • Estate Planning

  • You need help bridging the gap between where you are and where you want to be

Take the next step with RockStar Financial.

Please contact us today to find out how!

RockStar Financial

San Diego, CA

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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. 

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Form ADV Parts 2 & 3

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Insurance Licenses #0D41062 & #0F42950

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The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. 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 exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.

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Copyright © 2019, 2020, 2021, 2022, 2023, 2024 by RockStar Financial. All rights reserved.

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