Broker Check

Financial Planning & Wealth Management Strategies

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

View Availability and Schedule a Meeting Online Now by Clicking Here


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


760-448-6440

gregg@gfhfinancial.com

Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.