Contact Us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right. 

26650 The Old Road
Valencia, CA, 91381
United States

800-550-1095

home-image-v2.jpg

Home

We help our clients succeed in every dimension of their financial lives – from managing their cash flow to protecting and enhancing their wealth, to planning for retirement and making a generational wealth transfer; we are with them every step of the way. Read More

We help our clients succeed in every dimension of their financial lives – from managing their cash flow to protecting and enhancing their wealth, to planning for retirement and making a generational wealth transfer; we are with them every step of the way. Read More

At Criterion, we proudly apply the same standard of expertise, consultative approach and service to our nonprofit institutional clients as we do to our individual and family clients. Read More

At Criterion, we proudly apply the same standard of expertise, consultative approach and service to our nonprofit institutional clients as we do to our individual and family clients. Read More

We’re a team of thoughtful and caring financial professionals. Each of us has a compelling personal story we’d like to share with you; please take a moment to get to know us a little better. Read More

We’re a team of thoughtful and caring financial professionals. Each of us has a compelling personal story we’d like to share with you; please take a moment to get to know us a little better. Read More

Our favorite compliment from clients says it all: "We had no idea what we were missing." Read More

Our favorite compliment from clients says it all: "We had no idea what we were missing." Read More


Wealth Management

For Individuals and Families