Why Choose Us?

Misa Financial is an Independent Firm that provides customized insurance and investment planning. We are detail oriented and focused when we interact with our clients. Having an independent firm on your side is very powerful since we do not belong to one company.

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Testimonials

Christian Misa provides exceptional customer service and consistently extends himself beyond ordinary service. He was very patient with listening and addressing my many questions.

Sherry Katz, LCSW

Our Planning Services For:

  • Individuals & Families
  • Employees & Employers
  • Wealth Management
  • Strategic Sports Planning