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Meet Our Team Expert Financial Guidance

Who We Are: Your Financial Partners

Meet the dedicated team of financial professionals committed to helping you achieve your dreams and secure your financial future with personalized strategies and expert guidance.

20+
Years Experience
200+
Clients Served
$20M+
Assets Managed
Learn More About Us
Discover Our Story
Meet Our Company

Our Dynamic Company

We are a team of Financial Consultants who are also Investment Specialists, Retirement Advisors, Insurance Professionals and Financial Planners.

Founded in 2005

Our company is dedicated to helping individuals, especially young professionals, reach their financial destiny.

Over 2 Decades of Experience

We've become trusted partners in financial education and support, building lasting relationships with our clients.

Making Success Accessible

Passionate about making financial success more accessible for young people, we guide them every step of the way.

Take the first step towards your financial future.

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Who We Are
Our Expert Team

Our Expert Team

Financial innovators dedicated to transforming your economic future through cutting-edge strategies and personalized guidance

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Diverse Excellence

A powerhouse team of financial innovators, educators, and strategists united by our mission to revolutionize your financial future.

Personalized Pathways

Custom-crafted financial strategies that adapt and evolve with your life, ensuring every step moves you closer to your dreams.

Shared Vision

Your aspirations become our blueprint. We don't just manage wealth—we architect financial legacies that span generations.

Meet Our Leadership Team

Click on each team member to learn more about their expertise

CB

Cliff Bogar

Senior Financial Consultant & Chief Executive Officer 

SR

Sarah Rodriguez

Senior Financial Advisor & Tax Specialist

DJ

David Johnson

Investment Portfolio Manager

Ready to Transform?

Your financial future starts today

Strategic Partnerships

Our Strategic Alliances

Building the future through collaborative innovation and strategic excellence

Industry Pioneers

Collaborating with visionary leaders, cutting-edge financial institutions, and transformative community organizations to amplify our collective impact.

Premium Resources

Access to exclusive tools, advanced technologies, and unparalleled opportunities that elevate every client experience to extraordinary heights.

Tailored Excellence

Bespoke financial solutions architected through strategic partnerships, perfectly designed for the unique aspirations of tomorrow's leaders.

Generational Impact

Creating a revolutionary ecosystem of support that transforms lives and builds lasting legacies for generations to come.

100%
Success Rate
Collaborative Excellence
Together
Everyone Achieves More

Contact Us

Let us help you reach your Destiny!

Experience the advantage of expert financial guidance tailored to your specific circumstances with DestinyOne Financial Group.

YOU HAVE questions? We have answers!

Get in Touch with Us

(833) 4DSTNY1  - (833)437-8691
[email protected]
Offices Nationwide - Based in Houston & Ft. Lauderdale, FL 
​3050 Post Oak Blvd, Suite 510 Houston, TX 77056 and 515 E Las Olas Blvd, Suite 1301 Ft. Lauderdale, FL 33301
Mon - Fri: 8:30am - 5:30pm or Virtually 24/7/365