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    • Guide to Financial Planning Certifications
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Advisors

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Linda Rogers
CFP®

Company
Planning Within Reach

In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their...

Specialties
Retirement Planning, Impact (ESG) Investing, Military Families, Teachers

Steven Fox
CFP®, EA

Company
Next Gen Financial Planning

My name is Steven Fox and I am the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego. Next Gen Financi...

Specialties
Young Professionals, Families With Young Children, Military & Veterans, Student Loans

Jon Luskin
CFP®

Company
Luskin Financial Planning

Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary in sunny San Diego, California. Jon ...

Specialties
Hourly Advice for Do-it-Yourself Investors

Scott Frank
CFA, CFP®

Company
Stone Steps Financial

Husband. Father. Advisor. Surfer. I help today's professionals and families navigate through the complexities of personal finance

Specialties
North County Working Families, Physicians, Entrepreneurs

Mary Beth Storjohann
CFP®

Company
Workable Wealth

Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability partner working to help client...

Specialties
Professional and Entrepreneurial Women, Families With Young Children, Military & Veterans, Entrepreneurs, Retirement Planning,

Adam Werner
CFP®

Company
Donnelly Wealth Advisors

Adam began working at Donnelly Wealth Advisors, Inc. (DWA) as an intern while attending San Diego State University. He graduated with a B.S....

Specialties
Retirement Planning, Business Owners, Stock Options, Budgeting, Debt Management

Taylor R. Schulte
CFP®

Company
Define Financial

Welcome! I’m a native San Diegan and I’ve spent over half of my career working for large wealth management firms. They spent more time t...

Specialties
Retirement Planning & Investments for Professionals Over Age 50

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