about the author: WorthPointe Wealth Management Team

WorthPointe is a fee only financial planning firm with offices in Austin, San Diego and Dallas / Fort Worth. Our advisors are credentialed, experienced and owners. Worthpointe provides advanced financial planning, investment consulting, tax planning, asset protection and insurance, estate planning, or charitable giving support.

Our team of CERTIFIED FINANCIAL PLANNER professionals has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, MorningstarAdvisor.com and much much more.

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Other articles filed under San Diego CFP Team Posts

The Morgan Report 2019 Q2 Review: The Elegant Retirement Strategy

July 19, 2019 - Elegance can be defined as having the following characteristics:  Pleasing Innovative Simple As a thought experiment, ask yourself how many of these characteristics embody your life today? Then ask yourself if this what you want your life to be —...
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Why We Love Volunteering at the Ronald McDonald House

June 12, 2019 - We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these...
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We’re Glad to Be Among AdvisorHQ’s Top Financial Advisors in San Diego

May 10, 2019 - We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor...
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The Morgan Report 2019 Q1 Review: Top Gun Reboot & Investment Landings

May 3, 2019 - Step back. What’s the goal of your investment and financial strategy? It should be to land successfully at a given point. But it’s hard to visualize and harder to execute; you might think it’s nearly impossible due to the many...
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How Allison’s Business Leadership Earned Her Partnership

March 18, 2019 - We are pleased to announce that our COO Allison Blake, who manages daily operations and supports the long-term growth of the firm, was recently made a partner at WorthPointe. Leading from the Front Every firm needs a solid leader at...
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