Company Uncle D Money
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®). For his master’s thesis on investment management, Jon showed how universi...
SpecialtiesEmployees of the Big Four Accounting Firms, Low-Cost Investment Management
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....
SpecialtiesRetirement Planning, Business Owners, Stock Options, Budgeting, Debt Management
Company Planning Within Reach
I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a
financial services tech start-up an...
SpecialtiesYoung Professionals, Budgeting, Debt Management, Retirement Planning
Company Workable Wealth
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability working to help clients in the...
SpecialtiesProfessional and Entrepreneurial Women, Families With Young Children, Military & Veterans
Company Next Gen Financial Planning
Steven Fox is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego. Next Gen Financial Planning works...
SpecialtiesYoung Professionals, Families With Young Children, Military & Veterans, Student Loans
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...
SpecialtiesRetirement Planning, High-Earning Professionals, Business Owners
Company Stone Steps Financial
Husband. Father. Advisor. Surfer. I help today's professionals and families navigate through the complexities of personal finance
SpecialtiesNorth County Working Families, Physicians, Entrepreneurs