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,
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
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
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
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
