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. Leveraging two decades of financial services industry experience, our CFP team is ready to work with you.
Schedule a Meeting With Us Today for Personal Consultation & Portfolio Review
Our office is located in San Diego with a reach across the county serving clients in 17 states. Locally, we serve all San Diego Neighborhoods including but not limited to: Carlsbad, Oceanside, Vista, Solana Beach, Cardiff, Encinitas, Escondido, Poway, Rancho Santa Fe, Coronado, Del Mar and San Marcos. If you need to set an appointment near your home or office I would be happy to accommodate. Schedule a meeting with me for a personal consultation and portfolio review.
We focus on:
- Wealth Management Strategies for Individuals / Families
- Employee Benefits - Large & Small Businesses
- Insurance to Include - Life, Health and Long Term Care
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