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.

Allison Blake, CM & AA

Allison Blake, CM & AA
Chief Operating Officer · San Diego CA


Charles L. Stanley,
CFP®, ChFC®, AIF® & CKA®
Partner, Financial Planner · San Diego CA


Anthony G. Ferreira, CFP®
Partner, Financial Planner · San Diego CA


Ami Murofushi
Operations · San Diego CA


Janet Tarasiewicz
Operations · San Diego CA


Leilah Roche
Operations · San Diego CA

 

 


San Diego CFP® Team Latest Posts

Latest news, and informational posts by the San Diego CFP® Team:

Why Californians Need to Be Ahead of the Game

Posted 09/10/2018 by WorthPointe Wealth Management

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:
Read More

A Typical Day at WorthPointe

Posted 08/21/2018 by Anthony G. Ferreira CFP®

Anthony G. Ferreira, Partner and Financial Planner, breaks down the bulk of his workload and sheds light on his ability to service clients both inside and outside the office.
Read More

Can The Lottery Ruin Your Life?

Posted 08/06/2018 by Charles L. Stanley CFP®, CHFC® & CKA®

“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 […]
Read More

Trust Basics

Posted 08/02/2018 by Charles L. Stanley CFP®, CHFC® & CKA®

Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and CERTIFIED FINANCIAL PLANNER™ professional, boils it down to the simplest of terms:  
Read More

Built for Collaboration

Posted 07/19/2018 by Anthony G. Ferreira CFP®

WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.
Read More

Launching a Career as a Financial Planner

Posted 07/02/2018 by Anthony G. Ferreira CFP®

Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for wanting to become a financial advisor in the first place. Unsurprisingly, his interest started at a very young age. Learn more about his journey in our […]
Read More

Financial 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:

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.

Want to know what other questions you should be asking during a financial planner interview? Sign up for the newsletter and Receive our free e-book on The 8 Critical Questions You Need Answered to Find a Financial Planner.

Interested in joining our San Diego financial planning team?
Read more: Life as a San Diego Worthpointe Financial Planner.

Contact the San Diego Office

Contact Us:

San Diego Financial Planners

4445 Eastgate Mall, Suite 200
San Diego, CA 92121
(800) 620-4232

La Jolla Financial Planners

888 Prospect St, Suite 200
La Jolla, CA 92037
(800) 620-4232
Worthpointe San Diego - La Jolla Office

Worthpointe San Diego – La Jolla Office

WorthPointe San Diego

WorthPointe San Diego