FINANCIAL PLANNING & INVESTMENT MANAGEMENT
CENTERED ON WHAT MATTERS
MOST TO YOU
ORGANIZE CASH FLOW - INVEST WITH PURPOSE - GAIN FINANCIAL CLARITY
Enjoy your family. Build your business. Retire confidently. Travel the world. Give back. Pay for education. Make work optional. Whatever changes you’re hoping to make or goals you’re trying to achieve, you’ll receive sound advice and personalized guidance from a CERTIFIED FINANCIAL PLANNER™ professional every step of the way.
PERSONAL FINANCIAL PLANNING
COMPLETE INVESTMENT MANAGEMENT
BUSINESS FINANCIAL PLANNING
Let's plan for the life you want.
Did you know that money is the #1 cause of stress among Americans?*
With the pace of our lives and the cost of all of our responsibilities, it is difficult to know if we are always making the best financial decisions. Whether it's managing a business or a career, paying for education, making time for what you love, or figuring out retirement, all of these things can cause financial stress. I completely understand, and our financial planning and investment management team based in San Diego is here to help...
CENTERED ON YOUR PRIORITIES
GUIDANCE FROM A CERTIFIED FINANCIAL PLANNER™
While many advisors may call themselves "financial planners," CFP® professionals have met the extensive competency and ethics requirements set by the CFP® Board. Our financial planning and investment management team in San Diego is led by a CFP® professional and we follow the Board's Standards of Professional Conduct that require CFP® professionals to act in their client's best interests.
At Centered Financial, we only work for you. Our financial planning and investment management team in San Diego does not represent any parent company or product. Our first priority is to understand your unique situation. We then customize a strategy for you to reach your definition of success.
A COLLABORATIVE RELATIONSHIP
Everything we do starts with a relationship and we want to be with you as you navigate different stages of your life's financial journey. We understand that everyone approaches their money in a unique way so we meet you on your level. Our process is about education and empowerment, so you should always feel like you are a part of the process. We are all on this team together.
HOW DOES CENTERED FINANCIAL MAKE A DIFFERENCE?
Wondering if we're a good fit? Here are some examples of how we can help:
Making Smart Investment Decisions, Knowing When to Retire, Understanding Stock Options, Social Security Choices, Helping Aging Parents and Adult Children
A long successful career and a long life ahead. There are a many choices to make at this stage that will determine your financial independence.
Case Study #2
Late Career and Life Transitions
Reducing Taxes, Maintaining Cash Flow, Building the Right Team, Choosing Benefits, Saving for Retirement, Keeping the Business Going When You Want to Step Away
Effective financial decisions to make as a business owner.