Team

Carol Ochoa

Founder & Principal Advisor

888-409-8785

Carol is a Northern California Native. She lives in Livermore with her husband Steve. Living in the heart of Wine Country, Carol enjoys walking along the beautiful trails of the Tri Valley area. Carol and her husband support a variety...

Lauren Steele

Executive Assistant

Lauren Steele brings more than 22 years of experience in client service and support to her role as Executive Assistant at Your Secure Retirement. Known by many of our clients as “everyone’s best friend,” she has a gift for making...

Maria Kamin CFP®

Wealth Manager

Maria Kamin is a dedicated financial advisor with over 15 years of experience helping individuals and families align their wealth with their values. With a background in global policy, she brings a thoughtful, forward-looking approach...