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
The Morgan Report 2019 Q2 Review: The Elegant Retirement Strategy
Elegance can be defined as having the following characteristics: Pleasing Innovative Simple As a thought experiment, ask yourself how many of these characteristics embody your life today? Then ask yourself if this what you want your life to be — especially moving forward toward retirement. You’ve been working hard to take care of your family, […]Read More
Why We Love Volunteering at the Ronald McDonald House
We absolutely savor the times we volunteer at the Ronald McDonald House. It’s a great opportunity to get together as a team and give back to our community. “Life is More than Money” It’s easy to forget sometimes, but these opportunities give us a chance to push away from our desks and computers, and tune […]Read More
We’re Glad to Be Among AdvisorHQ’s Top Financial Advisors in San Diego
We recently announced that AdvisorHQ recognized our Austin team and now we’re excited to see WorthPointe listed among its Top Financial Advisors and Wealth Management Firms in San Diego. We know how difficult it can be to find an advisor you can trust with your future. You want someone with whom you can partner and […]Read More
The Morgan Report 2019 Q1 Review: Top Gun Reboot & Investment Landings
Step back. What’s the goal of your investment and financial strategy? It should be to land successfully at a given point. But it’s hard to visualize and harder to execute; you might think it’s nearly impossible due to the many variables and risks. I’ve been thinking a lot about this as I speak with investors. […]Read More
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 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.
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.
