WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

posted on March 14th 2018 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

“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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Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award

posted on October 8th 2017 in Austin CFP Team Posts & San Diego CFP Team Posts with 0 Comments

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 […]

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How to Respond to a Data Breach

posted on September 12th 2017 in WorthPointe News & Your Family & Your Financial Advisor with 0 Comments

How to Respond to a Data Breach Equifax

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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Life as a San Diego WorthPointe Financial Planner

posted on November 10th 2016 in LA/OC CFP Team Posts & San Diego CFP Team Posts with 0 Comments

The first thing people generally think about when San Diego comes up is weather, since “America’s Finest City” allegedly has the best weather in the country. That may be true, but unless you work as a lifeguard, gardener or other outdoor-based job, you’re usually looking at the sunshine from indoors, and don’t get much of […]

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