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
Jon Luskin
CFP®
Company
JonLuskin.com
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and pledged fiduciary at the independent financial planning fir...
Specialties
Comprehensive Financial Planning, Low-Cost Investment Management
Alicia Butera
CFP®
Company
Planning Within Reach
Planning Within Reach has expertise serving San Diego County residents for over 10 years with their financial planning, tax preparation and ...
Specialties
Retirement Planning, Impact (ESG) Investing, Military Families, Teachers
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
