2344 Larimar Avenue
Carlsbad, CA 92009

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GFH Financial

(760) 448-6440

 
Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

Welcome to GFH Financial!

Our #1 goal is to provide our clients with clear, concise, and reliable wealth management solutions.  We accomplish this by operating independently, without bias, and fostering open and direct dialogue in straight forward, easy to understand terms. Honesty and integrity are at the core of our decision making process.  We take great pride in understanding the big picture, and above all, place our clients interests above those of our own. These values/attributes, we believe, are what distinguish us from the others within our profession.

We focus on:

  •   Wealth Management Strategies for Individuals / Families 
  •   Employee Benefits - Large & Small Businesses
  •   Insurance

Leveraging two decades of financial services industry experience, we provide services in the following topics:

  •  Investment Planning Strategies
  •  Income Tax Planning Strategies
  •  Insurance Planning Strategies
  •  Retirement Planning Strategies
  •  Employee Benefits
  •  Estate Planning Analysis
  •  Charitable Giving
  •  Succession Planning Strategies
  •  Special Needs Planning Strategies
  •  College / Education Planning Strategies

Gregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial industry experience.  The Certified Financial Planner™ operates under a strict set of moral and ethical guidelines - namely the  CFP® Board's "Code of Ethics." 

CALL US TODAY!   PERSONAL CONSULTATION & PORTFOLIO REVIEW 

760-448-6440

 

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