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