Sovran Advisors, LLC

Celeste Financial Group is a financial planning and investment advisory firm that helps clients in San Diego, CA achieve their financial goals. The firm's experienced advisors work with each client to create a personalized financial plan that meets their unique needs and circumstances. Celeste Financial Group offers a wide range of financial services, including financial planning, investment strategies, retirement strategies, insurance & protection, estate & legacy planning, and education planning.

Jeff Ott is a financial planner in San Diego, CA. He helps clients with retirement planning, investment management, insurance services, and more. Jeff offers a wide range of services to his clients, including: * Retirement planning * Investment management * Insurance services * Estate planning * Tax planning * Financial coaching Jeff is a Certified Financial PlannerTM professional and is a member of the National Association of Personal Financial Advisors. He is also a Registered Investment Advisor. Jeff is dedicated to providing his clients with the best possible service. He is always available to answer questions and provide guidance. Jeff is confident that he can help his clients achieve their financial goals.

At Lumena Financial Strategies, we are committed to lifelong, multi-generational relationships, implementing strategic changes as markets, technology, and the financial world evolves. We believe that without action no amount of planning can help clients achieve their financial goals. It is never too early or too late to begin taking steps toward pursuing your goals.