Showing posts with label High Net Worth Women in San Diego. Show all posts
Showing posts with label High Net Worth Women in San Diego. Show all posts

Wednesday, February 17, 2010

San Diego Certified Financial Planner Advising Women of Wealth in Transition

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.
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Sunday, January 17, 2010

High Net Worth Women in San Diego








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

    Wealth
    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     -

    Cached     -

    Similar


     















  1. Certified

    San Diego Wealth
    Advisor     - Elisabeth Cullington
    Certified ...




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

    certifiedfinancialplanner.ning.com/
    -

    Cached     -



     













  1. Certified Financial Planner — Advising
    Women of
    Wealth in ...




    Jan 8, 2010 ...
    San Diego,
    CA, January 7, 2010 - It is with great excitement that
    ...     advice to
    high net
    worth women     in transition throughout
    San Diego.
    ...

    sandiego.kijiji.com/.../certified-financial-planner-advising-women-of-wealth-in-transition/?...
    -

    Cached     -



     





  2. Elisabeth Cullington, Certified Financial Planner in
    San Diego




    high net
    worth     individuals
    high net
    worth women     financial advisor financial advisor
    San Diego
    financial advice to senior executives ...


    www.worldclass.com/.../elisabeth_cullington_certified_financial_planner.htm
    -

    Cached     -



     





  3. Elisabeth Cullington Advising
    Women of
    Wealth in Transition - Free ...




    Elisabeth Cullington, Certified Financial Planner — Advising
    Women
    of Wealth in ... advice to
    high net
    worth women     in transition throughout
    San Diego.
    ...


    www.free-press-release.com/news-elisabeth-cullington-advising-women-of-wealth-in-transition-1262751995.html
    -

    Cached     -



     





  4. Local business results for
    high net worth
    women     near
    San Diego, CA



















    American Apparel



     - americanapparel.net

    3867 4th Ave, San Diego - (619) 291-1845

     









    Rated 4.3 out of 5.0









     13 reviews,
    directions, hours, and more »



     






    Alvarado

    Women's     Group: Brown Elise S MD



     - maps.google.com

    6719 Alvarado Road, San Diego - (619)
    229-6585

    "Very personable and she makes you comfortable."

     









    Rated 3.7 out of 5.0









     12 reviews,
    directions, and more »

     



     

    More results near

    San Diego, CA     »






  5. Simona Valanciute - LinkedIn





    Greater San Diego Area - Director of Charitable
    Giving at The San Diego Foundation

     

    Establish strong working relationships with
    high-net-worth
    ... Led The
    San Diego
    Women's     Foundation's growth from 30 to 280 members and
    grants of over $1 ...


    www.linkedin.com/pub/simona-valanciute/5/636/550 -


    Cached     -



     





  6. Lindsay & Brownell, LLP -
    San Diego
    Business Website




    Family Office To assist our
    high net
    worth     clientele, ... We also serve the
    high net
    worth     individual client with tax and family office
    services. ...



     





     

    Show
    map of 4225 Executive Square, La Jolla, CA 92037-9153

     



    www.sandiegobusinesswebsite.com/.../Lindsay-Brownell-LLP/
    -

    Cached     -

    Similar     -



     





  7. myCFO Serves
    High Net    -Worth
    Individuals In OrangeCounty; Best-in ...




    myCFO, Inc., a leading wealth advisory firm for
    high net-worth
    individuals, ... a region which includes Orange
    County,
    San Diego     County and the Inland Empire." ....
    Sports & Recreation, Travel & Lodging,
    Women's
    Franchises ...


    www.allbusiness.com/banking-finance/.../6513554-1.html -


    Cached     -

    Similar     -



     





  8. Executive Team | Monarch Investment Funds. On the Rise.




    Steven Paull, Partner and CFO. Monarch Corporate Center,
    San Diego,
    CA ... and pension funds as well as accredited
    high-net-worth
    investors. ... Sarah currently serves on the Founding
    Advisory Board of Run
    Women
    Run and the
    San Diego
    ...


    www.monarchgroup.com/ourpeople/executive-team.htm -


    Cached     -

    Similar     -



     





  9. Sunbelt Business Brokers | Helping
    San Diego,
    CA Buy and Sell ...




    Listing ID: N478-KS, Location:
    San Diego
    County. Brief: Upscale
    Women's
    & Children's Clothing Boutiques, ... heads of state,
    and high
    net worth     individuals. ...

    www.sunbeltsandiego.com/listingsselection.asp?id=520
    -

    Cached     -



     





  10. eWomenNetwork eMagazine :
    Women you
    Need to Know




    San Diego,
    California. Claudia is a partner at Pacific Advisors, Inc,
    .... joined its
    High Net
    Worth     office in January 2006, and has advised clients
    across ...

    emagazine.ewomennetwork.com/.../eWomenNetwork-NeedtoKnow.php
    -

    Cached     -

    Similar     -



     





  11. San Diego
    Metropolitan Magazine (Mobile Version)




    Luce, Forward, Hamilton & Scripps LLP in
    San Diego
    led the $16.5 million ... for
    high net-worth
    individuals and the businesses they are associated with.
    ....     an essential lifeline of services to low-income
    women in
    San Diego     County, ...

    sandiegometro.mobi/dbr.php?dbrID=885
    -

    Cached     -



     











 
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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.