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, High-Earning Professionals, Business Owners
Alicia Butera
CFP®
Company
Planning Within Reach
I joined Planning Within Reach February 2017 as a Financial Planner. Previously I worked for a financial services tech start-up and a boutiq...
Specialties
Newlyweds, Young Professionals, Families With Young Children, Retirement Planning
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,
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
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
