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
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
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
Jonathan Grannick
CFP®
Company
Wonder Wealth LLC
Please see bio below
Specialties
Families with Young Children, Retirement Planning, Student Loans, Young Professionals, Travel Lovers
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
Steven Fox
CFP®, EA
Company
AdviceOnly
Steven Fox is the founder of AdviceOnly, a support platform for financial advisors who focus on planning over products or investments. He is...
Specialties
Young Professionals, Families With Young Children, Military & Veterans, Student Loans
Shannon Fleener
CFP®
Company
Sage Financial Planning
A formal social worker and educator, I pursued a career in financial planning to “Be the Change”. I offer a safe space & values-based pl...
Specialties
First Generation Wealth Builders, FI/RE Aspirers, Progressive professionals interested in socially responsible investing, Tech employees and employer equity recipients, LGBTQIA individuals, couples and non-traditional households
Matt Ryan
CFA, CFP®
Company
Focused Mission Financial
I’m a CFP® Professional and CFA Charterholder with over a decade of experience helping successful self-employed professionals build long-...
Specialties
Financial Planning and Investing for Self-Employed Professionals
Mary Beth Storjohann
CFP®
Company
Allora Wealth
Mary Beth Storjohann, CFP®, is the Founder & CEO of Allora Wealth, a boutique financial planning firm helping women and families navigate l...
Specialties
Professional and Entrepreneurial Women, Retirement Planning, Impact and ESG Investing, Military & Veterans