Plans Fail for Lack of Counsel,

But with Many Advisors they Succeed.

Audrey Coleman

President / Financial Advisor

CFP®, AIF®

Janice Thompson

CEO / Financial Advisor

CFP®, MSFS

Anthony Saffer

VP / Financial Advisor

CFP®

Alex Okugawa

Financial Advisor

CFP®

Jody Thomason

Financial Advisor

CFP®

Jeff Luebe

Client Services Manager

Jill Schiller

Office Manager

Jane McClain

Client Service Specialist

Affiliations

CFP® - CERTIFIED FINANCIAL PLANNER

The mission of the Certified Financial Planner Board of Standards Inc. (CFP® Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

 

KINGDOM ADVISORS

This membership organization is dedicated to expanding the knowledge and understanding of biblical financial wisdom so that Christian financial professionals are prepared to integrate these principles into their practices and client counsel.

 

FPA - FINANCIAL PLANNING ASSOCIATION

The FPA is the largest member organization of Certified Financial Planner (CFP® Board) practitioners, educators, and financial services professionals all of whom support high standards of competency and ethics in the financial services industry.

 

AIF® – ACCREDITED INVESTMENT FIDUCIARY

The AIF® designation is earned by individuals who have met the educational and experiential requirements which demonstrates thorough knowledge and ability to apply fiduciary practices.

8880 Rio San Diego Drive, 1000

San Diego, CA 92108

 

Phone : 619.282.3288

Fax : 619.280.9553

Cut through the noise and make confident financial decisions. Make an impact with your wealth.

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