Contact Us

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26650 The Old Road
Valencia, CA, 91381
United States

800-550-1095

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Our Mission
Our passion and mission is to help our clients become successful investors. We want to serve people and allow them to experience the benefits that investing has to offer. Learn More

Valuable Education
We are committed to educating our clients. We only recommend resources we personally use and believe will be good for our clients.  Learn More

Unique Fees
At Criterion, we have two different fee options available. We have both a traditional asset based fee and a performance based fee.  Learn More

Trusted Team
We are a team of thoughtful and caring financial professionals passionate about helping our clients become successful investors.  Learn More