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.