At Pushpin Financial, We Believe In Helping You Pin What Matters
We’re a woman-owned planning firm that understands how personal your financial decisions really are. Many of our clients are educators, late-career professionals, and families who want a trusted partner, not just a plan. Like placing a pushpin on a map, we help you identify where you are, clarify where you want to go, and make intentional choices that reflect your values, your season of life, and the people you care about.
Helping Teachers And Their Families Navigate Every Transition
From classroom to retirement, teachers and school professionals face choices that don’t always come with clear explanations. We specialize in CalSTRS, CalPERS, survivor benefits, and how pensions fit into your family’s broader plan. Whether you're planning with a spouse, making sense of your options, or stepping into a new chapter after loss, we help you feel supported, informed, and never alone in the process.
Educators
You’ve earned your pension, but understanding it can be tough. We help translate your benefits into a plan that makes sense.
Spouses of Educators
Your spouse’s pension is one of the strongest benefits out there—but with complex rules, survivor options, and tax implications, it’s just one piece of a larger puzzle. Let us help you uncover those complexities.
Nearing Retirement
You’re asking, “Can I afford to retire?” We help bring clarity as you prepare to make big decisions.
Retirees
Retirement is a team effort. We help you understand how pensions, survivor benefits, and savings fit together, so your future feels coordinated and confident.
Women Professionals
Life is busy. We help you stay organized, purposeful, and on track, so your future doesn’t get left behind in the hustle of everyday life.
Newly Independent
Life changes can bring uncertainty. We help you get organized, refocus your goals, and rebuild your plan, so you feel supported, empowered, and in control.
How Will Working Affect Social Security Benefits?
What If You Get Audited?
The Cost of Procrastination
