Our CFP® Team in San Diego
Whether you are making strides in biotech or an integral part of San Diego’s defense industry, the WorthPointe team is here to guide you. Our CERTIFIED FINANCIAL PLANNER™ professionals based in San Diego California, are the only professionals trained to integrate knowledge of estate planning, tax, investments, asset protection and charitable giving into advice driven by your values and goals. Leveraging 180 years of collective industry wisdom, all members of our San Diego CFP® team hold this designation and work collaboratively to guide you to your wealth management objectives.
CHARLES L. STANLEY,
CFP®, CHFC®, AIF® & CKA®
PARTNER, FINANCIAL PLANNER · SAN DIEGO CA
Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA
Morgan H. Smith Jr., IMBA, CFP®
Partner, Financial Planner · San Diego CA
View: All Offices | Austin CFP® Team | San Diego CFP® Team | Fort Worth CFP® Team | Jackson Hole CFP® Team | Orange County CFP® Team
AMI MUROFUSHI
OPERATIONS · SAN DIEGO CA
JANET TARASIEWICZ
OPERATIONS · SAN DIEGO CA
LEILAH ROCHE
OPERATIONS · SAN DIEGO CA
How Allison’s Business Leadership Earned Her Partnership
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 the helm. That’s why we are so lucky to have Allison. In addition to serving […]Read More
WorthPointe Team Members Rise to Partnership
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 […]Read More
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 […]Read More
Here for You, Anywhere You Are
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 […]Read More
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 […]Read More
Do You Go Pro or Go Solo to Manage Your Trust?
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 […]Read More
The Morgan Report Q3 2018: Trimming The Sails
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 […]Read MoreFinancial Planning in San Diego, CA
San Diego is a unique city that draws an array of individual talent and opportunity to its coastline. Leading the nation in biotech, defense, as well as small business, a financial planner needs to understand the nuanced background of each San Diegan client they represent. With individuals and families traveling from Europe, Mexico, China, or elsewhere across the globe to reside here in San Diego, the financial strategies employed by your financial planner need to be as unique as your financial situation.
By choosing a San Diego based financial planner, you reap the benefits of teaming up with a professional who is well aware of the benefits and pitfalls of living in the San Diego area. Ranging from the second generation business owner, to the recently transplanted professional, our clients are passionate about building a career and a family along the Pacific.
Our financial planners are passionate about being part of that journey and making sure their clients can focus on what matters the most to them.
Concerns & Considerations for Our San Diego Financial Planners:
- Recognizing the costs associated with Southern California living.
- Educating clients on the San Diego market as well as the global market.
- California Taxes – Recognizing & planning (read more)
- The Weather – Watching recreational spending and more
- Here Today Gone Tomorrow
- Real Estate Appreciation
- Needing access to local San Diego resources and contacts.
- Connecting clients to the San Diego community and local causes that mean the most to them.
- Read Ken Corlett’s recent article: 6 Concerns for Financial Planners Based in San Diego
As active members and leaders of the San Diego community, WorthPointe financial planners live, work, and play in the same backyard as you and your family do. We want to optimize your wealth and strategize with you to meet your financial goals so that you can continue to reap the benefits of our Southern California lifestyle. Located in the heart of La Jolla, our financial planners are accessible for in person meetings on your schedule. Learn more about our San Diego office and CERTIFIED FINANCIAL PLANNER™ professionals.
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Interested in joining our San Diego financial planning team?
Read more: Life as a San Diego Worthpointe Financial Planner.
