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    • Guide to Financial Planning Certifications
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Advisors

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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

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

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

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

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,

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

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