Mar
13

WorthPointe Team Members Rise to Partnership

posted on March 13th 2019 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

Allison Blake and Brooks Morgan rise from entry-level to leadership Allison Blake, Chief Operating Officer and Chief Compliance Officer in San Diego, and Brooks Morgan, Portfolio Manager and Lead Advisor in Austin, have been made partners at WorthPointe. Their intentional hard work over the course of their time with the financial planning firm made them […]

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Jan
22

What Attracted our Advisors to WorthPointe?

Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories. Meet Morgan Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to […]

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Jan
08

Here for You, Anywhere You Are

A Woman sitting window seat on a train, working on her Laptop

Here at WorthPointe, we want to help you get the most out of life. We are constantly rethinking the traditional features of a wealth management firm and reworking them to better fit your busy lifestyle. This includes our online presence and digital communication. 1. Our Office Online We redesigned our website with navigability and intuition […]

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Nov
29

Meet Our Advisors

We love sharing the stories of how our advisors found WorthPointe to be the perfect fit for their lifestyles and professional goals. It brings us joy to help them find their niche and serve our clients even better. Here are a few examples. Scott – Giving is Living For Scott, giving back to the community […]

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Oct
16

Do You Go Pro or Go Solo to Manage Your Trust?

posted on October 16th 2018 in San Diego CFP Team Posts with 0 Comments

A trust is a sophisticated asset management tool that relies on its manager to understand the risks and rewards behind its investment strategy. Many wonder whether they will benefit from having a professional manage their trust for them. We asked Charles L. Stanley, Partner and Financial Planner from our San Diego office, to help you […]

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Oct
11

The Morgan Report Q3 2018: Trimming The Sails

posted on October 11th 2018 in Market Commentary & San Diego CFP Team Posts with 0 Comments

Inflation! Interest Rates Rising! Trade Wars! Recession! Have you seen any of these words in headlines lately? Of course you have, because advertisers need to get paid. Do you wonder how these future possibilities affect what you should be doing with your investment strategy? After years of a low interest rate, low inflation environment, and […]

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Sep
10

Why Californians Need to Be Ahead of the Game

posted on September 10th 2018 in San Diego CFP Team Posts with 0 Comments

We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments on how most Californians could benefit from a better tax strategy:

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Aug
06

Can The Lottery Ruin Your Life?

posted on August 6th 2018 in San Diego CFP Team Posts with 0 Comments

“For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is unfamiliar to a lot of people. Charles uses the lottery to explain how our behavior […]

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