Saturday, January 16, 2010

San Diego Certified Financial Planner








  1. San Diego Certified Financial Planner
    - Elisabeth Cullington, CFP, CDFA, providing
    Financial Planning     in
    San Diego



    As a
    CFP®
    professional Elisabeth Cullington
    is dedicated to using the
    financial
    planning     process to serve the financial needs o ...




    CertifiedFinancialPlanner.ning.com     -

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  2. FAQ's - The
    Financial Planning     Association of
    San Diego



    Jump to

    Why a CFP® professional?    ‎: Most
    CFP®
    professionals are dedicated to using the
    financial
    planning     process to serve the financial needs of ...

    www.fpasandiego.org/faq.htm
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  3. The Financial
    Planning     Association of
    San Diego



    For those seeking a competent and ethical planner who has
    achieved the designation as a
    Certified
    Financial Planner    ®, FPA
    San Diego
    is proud to offer, ...

    www.fpasandiego.org/
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  4. Fee Only
    Financial Planning     - Roman Financial Advisors in
    San Diego
    CA



    Ted Roman,
    CFP     Fee Only
    Financial
    Planning     Welcome to our web site. Our goal is to get
    you excited ... 2245
    San Diego
    Ave, Suite 221, Phone: (619) 669-1111 ...


    www.feeonlyadvisor.com/ -

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  5. Financial
    Planning San Diego     | Financial Advisor
    San Diego
    ...



    Blue Water Capital Management, LLC. are
    Certified
    Financial Planners     ... LLC -
    San Diego,
    CA. Fee-Only
    Financial
    Planning     | Investment Management ...

    www.sandiegofeeonly.com/
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  6. Fee Only
    Certified Financial Planner     - Blue Water Capital ...



    Cetified
    Financial Planner     in
    San Diego,
    Blue Water Capital Management provides fee only
    financial
    planning     services, asset management, tax planning,
    ...

    www.sandiegofeeonly.com/the_team.html
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  7. Certified
    Financial Planner     Board of Standards Inc. - Public ...



    Sheldon G. Zimmerman (San
    Diego    ) Delay of
    CFP®
    Certification Eric C. Howie (Santa Clara) Letters of
    Admonition Libbie Agram (Santa Monica) ...

    www.cfp.net/Learn/disciplineactions.asp
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  8. San Diego
    financial planners



    BS (1995), U.S. Naval Academy; MBA (2003),
    San Diego
    State University;
    CFP
    (2005),
    CERTIFIED
    FINANCIAL PLANNER    ™,
    CFP®
    (click for more info) ...


    www.medlawplus.com/.../financialplanning/SanDiego.htm
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  9. Couple partway to their
    financial
    future | The
    San Diego     Union-Tribune



    Dec 3, 2006 ... For a referral to a
    certified
    financial planner     in your area, visit the
    Financial
    Planning     Association of
    San
    Diego's     Web site at ...

    legacy.signonsandiego.com/uniontrib/.../news_lz1b3future.html
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  10. Personal
    Financial Planning



    Jun 19, 2009 ...
    San Diego
    State University was the first university in the nation to
    ...
    CFP     certification is granted solely by
    Certified
    Financial Planner     ...


    www.sdsu.edu/finplan -

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  11. LPL Financial:
    LPL Financial
    Home



    Financial
    Planning    , LPL Financial is so much bigger than its
    independent competitors that it exists almost in its own
    category. ...

    www.lpl.com/
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San Diego Financial Advisor

San Diego Financial Planner As a seasoned and experienced San Diego financial planner, Elisabeth Cullington, CFP, CDFA, is known for maintaining her clients trust while helping them meet their financial goals. San Diego Financial Advisor Financial planning is a field that has been around for many years, but the actual process is still a mystery to many. The average financial advisor charges fees for their services, which traditionally mean that the client will expose their assets, liabilities, wherewithal, goals, and aspirations to the planner. The advisor then takes that information and crafts it into a working plan. Unfortunately, most planners fail to follow up after the initial plan design is put into play. This inevitably leads to long-term plan failure. As a San Diego financial planner, Elisabeth Cullington, CFP, CDFA, has crafted a somewhat different approach in that she takes on a partnership with the client. The partnership involves doing many of the same things that the average planner does, but because they develop a long-term plan, the extraordinary fees can often times be circumvented. The way this is done is to bring the clients entire picture to the surface, including all of the hidden assets. San Diego Financial Planning As a San Diego financial advisor, Elisabeth Cullington, CFP, CDFA, is focused on providing personalized financial planning to her clients through her professional advice and management services. Financial Advisor Her mission is to promote the long term financial well being of her clients. It is her intention to pool her talents, resources and years of experience with other San Diego Financial Advisors in the HoyleCohen firm in order to provide the most comprehensive and objective analysis possible. She will strive to work hand in hand with your existing advisors to build a synergistic effect that will empower you to achieve greater levels of financial freedom by having all of your trusted advisors see your goals and objectives from the same viewpoint, thereby maximizing your potential for financial security and success. A hidden asset is one that is easy to quantify, but difficult to use in the financial plan. For most people, this means taking their home equity and making it an essential part of the plan. By making your home equity the foundation, instead of the unusable asset, leverage becomes the dominant feature of the plan. And when you can maximize with leverage, the client positions many thousands of dollars they never thought possible into their future. The planner gets a much bigger slice of pie to work with, and essentially can offset any fees that they needed to charge, as before. The end result should always be client focused, not asset driven. With Elisabeth Cullington, CFP, CDFA, the client takes the first position, and all secondary positions. If she can’t cultivate maximum productivity for her client accounts, she won’t take on the client. For more information about becoming a CULLINGTON CLIENT or to schedule an interview with Ms. Cullington, please contact Elisabeth Cullington, CFP by email at ecullington@yahoo.com or by phone at 858.576.7300.