Aug
01

6 Ways to a Happier Retirement

posted on August 1st 2017 in WorthPointe News with 0 Comments

Picture this — it’s Friday afternoon, your work is done and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that you have a two-week vacation following it. You wish your colleagues well, they express similar thoughts and you head toward freedom. Of course, you’re excited! […]

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Apr
04

WorthPointe Named Among Top San Diego Financial Planners

posted on April 4th 2017 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]

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Nov
10

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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