About Us
INTRODUCTION ABOUT US
We help create and choose the best financial tactics for your own financial abundance
At Awaken Financial Designs, we want to help transform your fear of money into the confidence necessary to live your dreams. We have created a collaborative “Family Office” of crucial professionals (Tax of CPA & EA, Estate-Business Attorney, Wealth Investing, Business Operations).We believe in a holistic, direct approach to guide you to the future you envision, using various strategies to align your financial plan with your passions. Our driving force is to empower you to thrive in retirement, pursuing the life you want. We also are passionate about including wellness and mindfulness with techniques like meditation, breathwork, fitness, and more.
25
YEARS OF
EXPERIENCE
Certified Team
Our team is fully certified/licensed and experienced, bringing trusted expertise to guide you through every financial decision.
Trusted Company
We are committed to transparency, integrity, and client-first values, building lasting trust with every relationship.
Company Mission
To empower individuals and families to achieve financial freedom through mindful, expert-driven financial planning.
Our Vision
Owner & Financial Advisor, David Lundberg, MBA. MSCJ. CLTC (R)
- Degrees: MBA, MSCJ, BSP. Certificate in Financial Planning, CLTC (R)
- Has been awarded a Four Time National Financial Advisor Award for relationships & services from: Merrill part Bank of America in 2018 and 2019; from One America in 2021 and 2022
- Marine Corps Combat Veteran 2005-2009
- Has worked since 2015 at Charles Schwab, Merrill Lynch, and Foundations Investment Advisors Fiduciary RIA
- Owns a meditation and mindfulness company called Enlightenment United
Financial Advisor – Veronica Aguilera CLTC(R)
- Owner & operates in conjunction with Wise Women Prosper. Our Women’s Focused Initiative https://wwprosper.com/
- More than 25 years of experience in Financial Services
- Extreme passion and focus on Women & Women’s Financial Literacy
- Has been awarded the 2023 Woman’s Emerging Leadership Award
- Is a passionate advocate for nurturing the potential of the upcoming generation
COO & Wellness, Ashley Lundberg, MSBL
- Degrees: MSBL, BSE
- Has been an Executive Relationship Advisor for 12 years
- Has been recognized and awarded the as the top 1% for numerous years at her last company
- Very passionate and dedicated to helping families enjoy life more and making more memories
- Owner & operates in conjunction with Wise Women Prosper. Our Women’s Focused Initiative https://wwprosper.com/
- Owns a meditation and mindfulness company called Enlightenment United
Our Tax Professionals and Business Growth Specialist
Alert
*Reminder our firm is part of a much larger team under Foundations Investment Advisors RIA, operating under our LLC DBA*