Point Loma Advisors
Point
Loma Advisors collaborates with you to understand your financial
circumstances and values, and prepare a comprehensive financial plan
with recommendations. You have the option to retain Point Loma Advisors
to implement your plan, manage your investments, keep you up to date,
and be there to answer your financial questions.
Point
Loma Advisors believes that financial planning is an optimization
exercise that includes savings, investments, retirement plans, employee
benefits, taxes and insurance. We implement investment strategies with
passively managed ETF's and mutual funds with low expense ratios.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.