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Welcome to Bay Point Financial

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Philosophy 

 Ignore Wall Street and focus on what's really important in your life.

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We Are Here For You

We know that life is full of choices. Many of the decisions we make on a day to day basis are fairly easy and relatively unimportant but still necessary. The more difficult ones, however, can have a much greater impact that may affect us for years to come; like choosing a financial advisor.

We presume that most people have or at least should have some goals that are near and dear to them, like a bucket list. But having a wish list is the easy part. The hard part comes in developing realistic strategies to accomplish those objectives. That usually entails getting some help, a little coaching and a lot of assurance along the way



Therefore, effective planning always involves effort to create the right solutions and a fair amount of discipline to weather the challenges that lie ahead. This journey, as important as it is, doesn't need to be boring or arduous. Heck, there needs to be more fun in life anyways and this area should be no different. The rewards are definitely there for the taking ...it's only a matter of choice.

Please explore our site and learn how Bay Point Financial can provide the appropriate strategies and solutions to make your dreams a living reality.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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