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Financial Advisor   

$50MM AUM | $500,000 GDC in San Diego, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$500,000
Number of Accounts
50
Avg Client Age
40

Overview

Financial Designs Ltd. is a fee-based, registered representative and financial planning firm. We are a team of planners (3 CFP's) who work to provide the best financial solutions for our client's individual and corporate needs. Our focus is on comprehensive financial understanding of our clients. Personal financial planning includes: Investment planning, retirement planning, tax planning, risk management, estate planning, and debt management.

We use a modern portfolio theory and low cost ETF's, stocks and bonds to build portfolio's for our clients. Myself and the other people in the office all have at least 10 years of experience and are looking to expand into new markets. We want San Diego to be our home base but with our expansion we want each new branch office to have a CFP and an investment management person to be in house. Eventually we will want to add CPA's to give each client a more robust understanding of their personal finances.

 
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