Saturday, January 16, 2010

San Diego Personal Wealth Manager








  1. San Diego Personal Wealth Manager -
    Elisabeth Cullington, CFP, CDFA, providing

    Personal Wealth
    Manager     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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  1. Certified

    San Diego Personal Wealth Manager     - Elisabeth
    Cullington Certified ...




    Certified
    Wealth
    Planner    ,
    CFP,
    Financial
    Professional, Retirement
    Planning,
    Collaborative Family Law, Family Law
    San Diego
    ...

    certifiedfinancialplanner.ning.com/
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  1. Wealth
    Management     Advisor Jobs in
    San Diego,
    CA | Indeed.com




    A Leading Wealth Management Firm -
    San Diego,
    CA. ADVISOR /
    PERSONAL
    WEALTH MANAGER     This is an exclusive executive position
    with an elite wealth ...


    www.indeed.com/q-Wealth-Management-Advisor-l-San-Diego,-CA-jobs.html
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  2. Wealth
    Services: RDA Combination—Moss Adams LLP




    ... to providing the highest caliber of
    personal
    wealth management     and client service. Moss Adams Wealth
    Advisors LLC Contacts.
    San Diego
    Office Location ...


    www.rowling.com/ -

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  3. Personal
    Wealth Management    : Jobs [Page 40] - Business Exchange




    Personal
    wealth management     addresses how very high net worth
    individuals build, manage, protect, ... Location :
    US-California-San
    Diego     Job : Banking Center ...


    bx.businessweek.com/personal-wealth-management/jobs/page40/
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  4. Financial Advisor A Leading
    Wealth
    Management     Firm jobs in
    San
    ...




    Financial Advisor - Training Program, A Leading Wealth
    Management Firm,
    San Diego,
    CA, Nov 18. FINANCIAL ADVISOR /
    PERSONAL
    WEALTH MANAGER     This is an ...


    jobsearch.money.cnn.com/...San+Diego.../c-A+Leading+Wealth+Management+Firm
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  5. Family Office Services
    San Diego
    - Investments for Affluent ...




    Wealth
    Management     is a family office with diverse expertise
    and a
    personal     commitment to service that distinguishes us
    from most of our competitors. ...

    www.cawealth.com/
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  6. Press: Rowling, Dold & Associates Joined Moss Adams
    Wealth
    ...




    Jan 4, 2010 ... Active in her field, Rowling has been
    named a Top
    Wealth
    Manager     by Bloomberg (2004-2009) and Best
    Personal
    Wealth Manager     by
    San Diego
    ...


    www.mossadams.com/press/releases/010410rda.aspx -


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  7. FIVE STAR
    Wealth Managers     -
    San Diego
    Magazine - February 2009 ...




    ANNOUNCING:
    San
    Diego's     2009 FIVE STAR
    Wealth
    Managers    . ... were asked to evaluate only
    wealth
    managers     whom they knew through
    personal
    experience, ...

    www.sandiegomagazine.com/.../San-Diego.../FIVE-STAR-Wealth-Managers/
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  8. assistant -
    San Diego    , Accounting Jobs - Finance Jobs -
    San Diego
    ...




    Accounting Jobs - Finance Jobs -
    San Diego,
    CA - July 1. FINANCIAL ADVISOR /
    PERSONAL
    WEALTH MANAGER     This is an exclusive executive position
    with an elite ...

    sandiego.olx.com/q/assistant/c-254
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  9. National Bank Financial Strengthens its
    Personal
    Wealth Management     ...




    Feb 6, 2008 ... National Bank Financial Strengthens
    its
    Personal Wealth Management     ... Magazine article
    from: San
    Diego     Business Journal ; San Dieguito ...


    www.encyclopedia.com/doc/1P2-15260477.html -


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  10. Job Search




    01/04/2010, Financial Advisor - Training Program, A Leading
    Wealth
    Management     Firm,
    San Diego,
    CA. FINANCIAL ADVISOR /
    PERSONAL
    WEALTH     MANAGERThis is an ...


    www.bizjournals.com/.../sandiego/?...sandiego
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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.