Financial planning for women in San Diego, California

The Assistance League of Greater San Diego is a charitable organization located at 108 University Avenue in San Diego, California. This unique institution operates as a store that offers a wide range of high-quality merchandise, including clothing, accessories, household items, and more. All proceeds from sales at the store go towards funding various philanthropic programs and services that benefit the local community. By shopping at the Assistance League store, customers can support a worthy cause while also finding great deals on a variety of items. Visit us today to shop for a cause and make a difference in the lives of those in need.

The U.S. Small Business Administration - San Diego District is a government agency dedicated to supporting and promoting small businesses in the San Diego area. Located at 550 West C Street in San Diego, California, this institution provides resources, counseling, and financial assistance to help entrepreneurs start, grow, and succeed in their business ventures. Whether you are looking to launch a new business or expand an existing one, the SBA San Diego District is here to help you navigate the complexities of entrepreneurship and achieve your goals.

Margaret Mazzella, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, offers a comprehensive range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a 2024 Top Women Financial Advisor at Bankers Life, Margaret is dedicated to helping clients navigate their Medicare options, including Medicare Advantage (Part C). With the rising costs of healthcare and the increasing need for long-term care, Margaret emphasizes the importance of planning ahead and having important discussions with loved ones. Visit Margaret Mazzella today to start planning for your future.

Finances For Life, LLC is a fee-only woman-owned Independent Registered Investment Adviser (RIA) and Wealth Management boutique located at 2292 Faraday Avenue in Carlsbad, California. With over 20 years of experience serving San Diego County and Southern California, our mission is to integrate your life and finances. Our transparent fees ensure that our compensation comes solely from our clients, and as a Registered Investment Adviser, we prioritize our clients' interests above all else. At Finances For Life, our client-focused and life-centered approach means that your success in achieving your financial goals is our top priority. We offer expert advice and guidance to help you navigate today's investment opportunities, providing you with the essential tools you need to reach your desired destination.

North Financial Advisors LLC is a boutique, fee-only financial planning firm located at 4648 Park Boulevard, San Diego, California. Specializing in helping women and entrepreneurs achieve financial freedom, the firm offers services such as goal setting, life planning, and strategic business management. With a focus on transparency and fiduciary responsibility, clients can trust that the advice they receive is tailored to their individual goals and values. The firm also offers support for handling finances when faced with health changes in aging parents. Whether you're looking to start a business, retire early, or simply align your investments with your values, North Financial Advisors is here to help you dream big and make those dreams a reality.

All In Coaching is a premier coaching institution located at 888 Prospect Street in San Diego, California. Our team of experienced coaches are dedicated to helping individuals reach their full potential and achieve their personal and professional goals. Whether you are looking to improve your leadership skills, enhance your communication abilities, or navigate a major life transition, our coaches are here to support and guide you every step of the way. With a focus on empowerment, accountability, and growth, All In Coaching is committed to helping you unlock your true potential and live a more fulfilling life. Contact us today to schedule a consultation and take the first step towards a brighter future.

Tom Luong is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California. With a strong background in finance and a commitment to helping clients reach their financial goals, Tom provides personalized advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, investing for the future, or seeking strategies to protect your assets, Tom Luong is here to help you navigate the complexities of the financial world. Trust Ameriprise Financial Services, LLC, and Tom Luong to provide you with expert financial advice and exceptional service.

Edward Jones - Financial Advisor: Nancy C Brokaw, AAMS™ is a trusted financial institution located at 16955 Via Del Campo in San Diego, California. As a certified Accredited Asset Management Specialist, Nancy C Brokaw provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or building wealth for the future, Nancy C Brokaw is dedicated to providing top-notch financial services tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Nancy C Brokaw, AAMS™ is your go-to destination for all your financial planning needs in the San Diego area.

The Women's Financial Academy is a prestigious institution located in San Diego, California, United States. As a finance-focused academy, we offer specialized courses and programs designed to empower women in their financial endeavors. Our experienced instructors provide top-notch education and training in areas such as investing, budgeting, retirement planning, and more. Join us at 3530 Camino Del Rio North and take control of your financial future today!

Merrill Lynch Financial Advisor Courtney Breen, located at 701 B Street in San Diego, California, offers insights, observations, and personalized ideas to help clients achieve their financial goals. The team provides personalized financial plans through Merrill Personal Wealth Analysis®, tailored to each client's unique goals and aspirations. They work closely with tax professionals and attorneys to assist with tax planning and help clients fulfill their vision for their family's financial future. Merrill is proud of their advisors, including Courtney Breen, who have received recognition from industry publications like Forbes for their exemplary client service. Courtney has been recognized as one of the "Top Women Wealth Advisors Best-in-State" in 2024 and 2023, showcasing her commitment to building strong client relationships based on trust and personalized service.

Peter Dold - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California, United States, offers a comprehensive range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Peter Dold provides expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Peter Dold is dedicated to helping clients achieve their financial goals and secure their future.

Merrill Lynch Financial Advisor Kaitlyn M. Cruse, located at 701 B Street in San Diego, California, offers valuable insights, observations, and ideas to assist clients in achieving their financial goals. With a focus on personalized planning centered on individual goals and aspirations, Kaitlyn and her team provide tailored wealth analysis to help clients navigate their financial future. Recognized for excellence in client service and wealth management, Kaitlyn has been featured in Forbes' prestigious rankings, including "Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Management Teams." Supported by the global resources of Merrill Lynch, Kaitlyn's team is dedicated to building strong client relationships based on trust and personalized service.

Incentivize San Diego is a leading finance institution located at 7950 Dunbrook Road in San Diego, California, United States. Our mission is to provide individuals and businesses with the tools and resources they need to achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, our team of experts is dedicated to helping you navigate the world of finance with confidence. Visit us today and let us help you incentivize your financial success.

Welcome to Reproductive Partners Fertility Center – San Diego (RPSD), where we are dedicated to helping you realize your dream of expanding your family. Located in the beautiful La Jolla area at 9850 Genesee Ave #800, our center offers world-class, personalized fertility care delivered by compassionate physicians and a caring staff. With over 25 years of experience, RPSD has been a pioneer in fertility treatments, including being the first in San Diego County to deliver a baby after Preimplantation Genetic Testing for genetic mutations (PGT-M) and oocyte freezing. Our state-of-the-art facility is equipped with cutting-edge technology, ensuring that we provide safe and successful treatments tailored to your unique needs.

InsufficientFun is a trendy clothing store located at 1201 University Avenue in the vibrant city of San Diego, California. Our store offers a unique selection of stylish and affordable clothing for men and women, perfect for those looking to add a pop of fun to their wardrobe. From casual everyday wear to statement pieces for special occasions, InsufficientFun has something for everyone. Visit us today and discover your new favorite fashion finds!

Campus Dentistry is a modern and growing dental office located near San Diego State University in California. Our dedicated team, led by Dr. Omar Sabbagh, is committed to providing comprehensive dentistry services to you and your family. From general dentistry to cosmetic procedures, we offer a wide range of treatments to keep you smiling for life. Our friendly and skilled staff strives to create a welcoming atmosphere for every patient who walks through our doors. We understand that visiting the dentist can be intimidating, which is why we are here to address any questions or concerns you may have. Dr. Sabbagh is passionate about periodontal and endodontic work, and can handle all your dental needs in one convenient location.

CDC Small Business Finance is a leading finance institution located in San Diego, California. We specialize in providing small businesses with the financial resources they need to thrive and grow. Our dedicated team of experts works closely with entrepreneurs to create customized financing solutions that meet their unique needs. Whether you are looking to expand your operations, purchase new equipment, or launch a new product line, CDC Small Business Finance is here to help. Visit us at 2448 Historic Decatur Road and let us support your business success.

Stephanie Cousins MD at Kaiser Permanente is a trusted healthcare provider located in San Diego, California. Dr. Cousins specializes in providing comprehensive medical care to patients of all ages. With a focus on preventive care and wellness, Dr. Cousins is dedicated to helping her patients achieve and maintain optimal health. Whether you are in need of a routine check-up or treatment for a specific health concern, Dr. Cousins and her team are committed to delivering personalized and compassionate care. Schedule an appointment at 4650 Palm Avenue to experience the high-quality healthcare services offered by Stephanie Cousins MD at Kaiser Permanente.

MI DAO is a reputable doctor's office located at 9455 Clairemont Mesa Boulevard in San Diego, California. Specializing in health and wellness, our institution offers a wide range of medical services to help patients achieve optimal health and well-being. Our team of experienced doctors and healthcare professionals are dedicated to providing personalized care and treatment plans to address each individual's unique needs. Whether you are in need of routine check-ups, preventative care, or treatment for a specific health condition, MI DAO is here to help you every step of the way. Visit us today to experience top-quality healthcare in a welcoming and compassionate environment.

GCORP Consulting is a California-based certified Economically Disadvantaged Woman Owned Small Business (EDWOSB) located at 5666 La Jolla Boulevard, Suite 163 in San Diego, California. Our specialized teams of experts offer consulting, training, and mentoring services for clients from start to finish. We value our client relationships and offer multiple communication options to best suit your needs. Contact us today to see how we can provide solutions for you.

Elisabeth Dawson is a renowned finance institution located at 2333 Camino del Rio South, San Diego, California, United States. With over 24 years of experience, Elisabeth is dedicated to helping clients feel freedom and hope around money. She is recognized as the Face of Finance in San Diego for the fourth year in a row, exceeding expectations and transforming people's financial lives with her comprehensive approach to retirement planning. Elisabeth Dawson, the founder of Copia Wealth Management & Insurance Services, is known for her strategic wealth building, income creation, and legacy protection financial tools. She has compiled her knowledge and life experience in two enlightening books, Retirement by Design and Wealth by Design, which have received glowing reviews for their practical and easy-to-understand approach to financial planning.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.