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 of our reviews.

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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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VIDEO: The WorthPointe Peace of Mind

May 22, 2017 - [embed]https://www.youtube.com/watch?v=jTvE7m5EnMI[/embed] 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®.
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