Company Uncle D Money
Jon Luskin is a CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how university endowm...
SpecialtiesEmployees of the Big Four Accounting Firms, Low-Cost Investment Management
Company Next Gen Financial Planning
Steven Fox is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego. Next Gen Financial Planning works...
SpecialtiesYoung Professionals, Families With Young Children, Military & Veterans, Student Loans
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...
SpecialtiesRetirement Planning, High-Earning Professionals, Business Owners
Company Stone Steps Financial
Husband. Father. Advisor. Surfer. I help today's professionals and families navigate through the complexities of personal finance
SpecialtiesNorth County Working Families, Physicians, Entrepreneurs
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....
SpecialtiesRetirement Planning, Business Owners, Stock Options, Budgeting, Debt Management
Company Workable Wealth
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability working to help clients in the...
SpecialtiesProfessional and Entrepreneurial Women, Families With Young Children, Military & Veterans
Company Planning Within Reach
I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a
financial services tech start-up an...
SpecialtiesYoung Professionals, Budgeting, Debt Management, Retirement Planning