Make Space For What You Love
At PushPin Financial, we help you make sense of your finances so you can focus on the people, passions, and purpose that matter most. Whether you’re guiding a classroom, leading a team, running a business, or navigating a major life transition, we’re here with thoughtful, grounded guidance shaped by years of experience and a heart for education. Our approach is personal, compassionate, and tailored to the real decisions you’re facing right now.
We are also proud to be recognized as part of Cetera’s Premier Client Group, a community of advisors committed to delivering an elevated level of insight, collaboration, and service to the people we serve.
Educators At Heart, Planners By Profession
We’ve proudly served San Diego for decades with financial services. Our passion is education. PushPin was created to teach, guide, and support—especially educators and women leading household finances—so you can understand your options, see what’s ahead, and feel confident about the decisions shaping your future.
You’ve Taught Generations—Now Let’s Plan For You
At PushPin Financial, we love helping California educators retire with confidence. Whether you’re navigating CalSTRS, CalPERS, or piecing together your full income picture, we simplify your choices and help you understand exactly how each piece fits together. You’ve spent your career supporting others. Now it’s your turn to feel supported and prepared for what comes next.
Make Every Pension Dollar Count
With years of specialized experience guiding educators and professionals through pension-based retirements, we help bring clarity to decisions that can feel overwhelming. From income projections to survivor benefits, we walk you through each option so you can feel informed and aligned with your long-term goals.
Premier Client Group
We’re honored to be part of Cetera Investors’ Premier Client Group, a recognition of our commitment to helping clients reach their financial goals throughout every stage of life. This community provides us access to collaboration and insight from other dedicated professionals, supporting our ongoing mission to deliver exceptional service.
