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Fiduciary Veteran & Women Owned
602-320-5199
Mesa AZ
David@AwakenFinancialDesigns.com
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Our Executive Leadership Team

Marine Veteran & Women Owned

*Reminder our firm is part of a much larger team under Foundations Investment Advisors RIA, operating under our LLC DBA* https://invest.fiwealth.com/ 

Financial Advisor & Owner – David Lundberg, 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 & Relationships – Ashley Lundberg

  • 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
Wise Women Prosper Our Womens Financial Education Partnership WWProsper.com

HQ in Mesa, AZ

(602)320-5199

David@AwakenFinancialDesigns.com

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Love Light Flourish, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Educational only and not financial, tax or legal advice. Everyone has their own situation and needs to meet with a qualified professional. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and RIA Investment Advisory Services are offered by Investment advisory services through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. Love Light Flourish LLC is our DBA that is part of Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. https://invest.fiwealth.com/  – – – Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.