About Us
Our logo features a Eucalyptus Dollar tree, a symbol of growth, resilience, and prosperity. The tree is planted within an imperfect circle, representing a core belief at Proverbs Financial: meaningful growth comes from progress, not perfection.
The word Proverbs reflects wisdom gained through experience. We also see it as pro-verb—taking purposeful action toward a clear objective.
How we are different
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Our Mission
Help more Americans enjoy a well-lived retirement.
Values
Wisdom: We pursue a purposeful strategy over financial noise.We value critical thinking, sound judgment, and long-term perspective in every decision.
Clarity: We believe great advice brings clarity, not confusion. We simplify complex problems so clients and teammates can make confident decisions
Ownership: We take full responsibility for outcomes and take action to improve them.
Meet the team
Peter Green
CEO
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Caroline Busquets
CFO
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Andrew Chang
CMO
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