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
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
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
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
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
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
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,