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:

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 […]
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How WorthPointe Got Its Start

Posted 06/05/2018 by Anthony G. Ferreira CFP®

Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. Ferreira, WorthPointe Partner and Financial Planner, shares these insights from WorthPointe’s early days in a recent video interview.
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WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

Posted 03/14/2018 by WorthPointe Wealth Management

“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the […]
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Stock Market Plunge: What’s Going On?

Posted 02/06/2018 by WorthPointe Wealth Management

By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a few of your questions. Why is this happening? As she finished her term as the […]
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Five Key Concepts for Financial Success

Posted 12/13/2017 by WorthPointe Wealth Management

The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to […]
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Avoiding 8 Big Mistakes in Retirement

Posted 12/10/2017 by WorthPointe Wealth Management

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]
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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