about the author: WorthPointe Wealth Management Team

WorthPointe is a fee only financial planning firm with offices in Austin, San Diego and Dallas / Fort Worth. Our advisors are credentialed, experienced and owners. Worthpointe provides advanced financial planning, investment consulting, tax planning, asset protection and insurance, estate planning, or charitable giving support.

Our team of CERTIFIED FINANCIAL PLANNER professionals has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, MorningstarAdvisor.com and much much more.

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Other articles filed under San Diego CFP Team Posts

Allison Blake Named Among Top List Women Business Leaders in San Diego

October 30, 2017 - WorthPointe Chief Operating Officer Allison Blake has been named a top 100 finalist for the 2017 Business Women of the Year Awards! Click here to view the finalists. This event recognizes dynamic women business leaders who have contributed significantly to San Diego's...
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Morgan Smith Named Finalist for San Diego Veteran and Military Entrepreneur Award

October 8, 2017 - 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...
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Property Tax Savings for California Seniors (55+)

September 25, 2017 - 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...
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VIDEO: Building Your Nest Egg and Quality of Life

June 26, 2017 - [embed]https://youtu.be/WekEo9DCpXI[/embed] 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.
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Purchasing Real Estate in San Diego: America’s Finest City

June 19, 2017 - 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...
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