9915 Mira Mesa Boulevard
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed our ability for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President - CFP®, CPWA®, AIF®, EA, CLU®
John has been in the tax and financial field since 2000. John specializes in a variety of solutions including financial planning, tax planning and preparation, investment management, estate and insurance planning. He uses his knowledge...
Tax Advisor - Branch Operations Manager
Ben first began his career as tax advisor with Scripps Wealth Management in early 2015. He specializes in individual and small business taxation, tax aspects of investments and retirement, accounting, bookkeeping, payroll and other...
Daniela graduated from San Diego State University where she earned a Bachelor of Science degree in Business Administration Management. She also studied abroad at the University of Bocconi in Milan,...
Client Services Representative
Client Service Representative