Planning Within Reach

History

I worked at a big company for 6 years. The minimum amount of investable assets required to become a client was $500K. I loved my job, but it wasn't fee-only and I hated turning away people who needed the services but didn't have the minimum amount of money required. Perhaps they had multiple rental properties or they were just starting their career with a great salary but a ton of student loan debt. I saw the value I could provide, but I couldn't work with them. I started PWR 2012 to serve clients of all wealth.

Specialties

Planning Within Reach has expertise serving San Diego County residents for over 10 years with their financial planning, investment management and tax preparation needs. We have expertise working with San Diego school teachers, Military members (Navy specialty) and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and many others. We work with individuals and families across all wealth spectrums. From families with young children, to young professionals and those preparing to retire we help our clients create a financial roadmap where they will plant, grow and harvest a healthy financial life. We are an independent RIA and are not tied to any brokerage or insurance companies. We are fee-only fiduciaries.