9915 Mira Mesa Boulevard
With over 20 years in business, the team at Scripps Wealth Management (formerly Scripps Tax & Financial Group) has the necessary skill and wisdom to help individuals and business clients better manage their finances, strategize to maintain personal wealth, and coordinate a matching tax plan. Firm owner, John Gergurich, CFP®, EA, CLU®, and AIF®, has been in the business for over 20 years – he and his team are well equipped to serve your financial needs.
Through our advisors, we help our clients understand the complete scope of their financial plan, from retirement to estate planning and developing the right tax strategy. By taking a holistic view of your financial needs, our team can make sure that there are no missed connections between essential components of wealth management. Our experienced team knows the right questions to ask to gain a true understanding of your individual circumstances.
Through our advisors, we take a consultative approach to coordinating all parts of your financial plan and put your interests first at all times.
John’s vision to develop his own brand of services involved closing the disconnect he saw between what many firms in the industry offered in the way of tax services and what others provided for wealth management and financial planning. With John’s experience working on the tax side, and his certification in financial planning, he works with our team to provide clients with the comprehensive assistance they need in one location and from qualified personnel. He can help you understand efficient ways to manage your money while helping your tax plan to serve the same goal.
Our team includes associates that are trained to handle tax-related services, including tax preparation and processing for businesses and individuals, tax problem solving, as well as secondary tax issues that can come up in your wealth management plan. To serve complex wealth management needs, our firm owner, John Gergurich, offers the benefits of being a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, Chartered Life Underwriter(R), Accredited Investment Fiduciary(R), and holding FINRA Series 7 Series 66 registrations.
Our advisors offer comprehensive wealth management, financial services, and tax management in one location.