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
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
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
Mary Beth Storjohann
CFP®
Company
Abacus Wealth Partners
Mary Beth Storjohann, CFP® is is Co-CEO of Abacus Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™, author, speaker and podcast hos...
Specialties
Professional and Entrepreneurial Women, Impact and ESG Investing, Military & Veterans, Retirement Planning, ,
