Engineers

Engineers have a way of seeing the world differently than the rest of us. They apply linear and calculated solutions to their jobs, but also to their day to day activities including their financial lives. In San Diego we have a strong presence of engineers from all the six major branches. It does not come as a surprise; our city has some of the strongest companies in the field from defense systems to Fortune 500 companies. It has been our mission to provide detailed and comprehensive financial planning to this group in a way that makes sense mathematically and logically for them and their families, constantly adjusting for the variables life brings.

Engineer’s jobs offer a complex array of retirement and financial instruments. We provide guidance and holistic planning on topics they might need reassurance and a blueprint to follow to get them closer to their financial goals. Pensions, 401(k)s, Social Security, Estate planning, amongst others are some of the instruments they possess in which our experience provides that assurance and detail they need to complete the plan.