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
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
View: All Offices | Austin CFP® Team | San Diego CFP® Team | Fort Worth CFP® Team | OC CFP® Team
San Diego CFP® Team Latest Posts
Latest news, and informational posts by the San Diego CFP® Team:
Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award
Morgan Smith has been named a finalist for San Diego Business Journal’s Military & Entrepreneur Awards. This new awards program and educational conference will be held at the Hyatt Regency La Jolla at Aventine, 3777 La Jolla Village Drive, on Wednesday, October 25, 2017. He has taught engineering, leadership and management as an Assistant Professor […]Read More
Property Tax Savings for California Seniors (55+)
You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]Read More
VIDEO: Building Your Nest Egg and Quality of Life
Your nest egg can determine your quality of living into your retirement years. Partner and San Diego Financial Planner, Ken Cortlett, CFP® explains how we factor your nest egg into planning and growing your probability of success.Read More
Purchasing Real Estate in San Diego: America’s Finest City
When you put it out into the universe that you’re interested in purchasing real estate in San Diego you begin to hear a lot of opinions. Your spouse may be quick to rattle off a lengthy “wants” list. You’ve been reading about how it’s a seller’s market yet the interest rates are still low. And […]Read More
VIDEO: The WorthPointe Peace of Mind
What’s different about WorthPointe? We measure value by client satisfaction and progress towards your goals. Get to know WorthPointe from Partner and San Diego Financial Planner, Ken Corlett, CFP®.Read More
So, You Just Won the Lottery; Now What?
Successfully managing a financial windfall We’ve all heard the stories, if not firsthand, at least in various news reports and anecdotes. Some “lucky” person picks the winning numbers; prances before the cameras in what can only be described as a media lovefest; and lives happily ever after, free of financial worries. Sure, the first two points are […]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.
