A financial planner can help families and loved ones create financial plans and provide financial advice in areas such as estate planning, retirement accounts and long-term care. In addition, a financial planner can help families and seniors with:

  • Budgeting
  • Investing
  • Goal setting
  • Tax planning
  • Health care planning
  • Insurance decisions
  • End of life plans

There are many different designations for financial planners; we recommend choosing a planner that's a fiduciary, or who is legally bound to put their clients' financial well-being before their own. Investment professionals who work on a commission-only basis may promote certain products, whereas a fee-only financial planner charges an hourly or set rate or a rate that's based on a percentage of the assets managed. Keep these differences in mind when choosing a financial planner.

  • AXA Financial Services

    Location: San Diego, California

    Sample Profile (For reference use only): For over 50 years now, AXA Advisors San Diego has been serving the Greater San Diego community and helping our clients fulfill their financial dreams.  Our Divisional Vice President, Jamie C. Smith, JD., leads a team comprised of over 100 financial... See full profile

  • Nerad+Deppe

    Location: San Diego, California

    Nerad + Deppe Wealth Management (NDWM) was established in 2009 as a Registered Investment Adviser.  Richard Nerad and Steve Deppe have worked together since 2005 and previously owned a franchise of a national investment and planning firm. We specialize in disciplined portfolio management focused on... See full profile

  • W.L. Faith Wealth Management

    Location: Laguna Niguel, California

    W.L. Faith Investment Management was founded on the belief that investors deserve more. We strive to deliver a higher level of personal service, better planning & execution, and investment strategies not influenced by corporate relationships. By coordinating with outside accountants and attorneys, we are able to... See full profile