IN THE PRESS CONTINUED…San Diego Downtown News, June 3, 2016 – “Five tax experts share their best tips for 2016”WSJ, May 18, 2016 – “Why One Adviser Switched to Charging Retainer Fees”Kiplinger, April 1, 2016 – “What To Do When Markets Plunge”Fiscal Times, March 24, 2016 – “9 Ways the Rich Maximize Their Tax Breaks (Some You Can Use, Too)”Financial Planning Magazine, March 4, 2016 – “How to be a Millennial Magnet”Forbes, February 28, 2016 – “13 Financial Advisors Share The Worst Financial Mistakes They Have Ever Seen”CNN Money, February 25, 2016 – “The best way to save for a down payment”Yahoo! Finance, February 16, 2016 – “The Best and Worst Ways to Spend Your Tax Refund”WSJ, January 13, 2016 – “Financial Advisers Focus on Niches to Grow”San Diego Magazine, January 1, 2016 – “Five Star Wealth Manager Award”Awards & AccomplishmentsWe have been recognized across the nation for the financial planning work we do. View our awards and accomplishments below! View AwardsMedia KitDownload our logo, fact sheet, and bio. For additional inquiries, please contact our Media Representative above. Download Media Kit
