Independent Certified Financial Planners ™ helping pre-retirees to identify what is important in their lives, prioritize their goals and organize their finances to achieve those goals.
The Certified Financial Planner designation is one of the most prestigious financial certifications.
In business over 20 years we continue providing honest, ethical and reliable investment solutions. Our clean record is an accomplishment we're proud of.
With our advisers being both commission and fee based, we provide the most beneficial and profitable strategy for our clients.
Years of experience have prepared us to guide you through your life transitions.
Gregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial and insurance industry experience. Gregg attended Northeastern Univ in Boston, MA and graduated from San Diego State Univ with a Bachelor of Science degree - Business Finance. Upon graduation, Gregg moved to...... CONTINUE READING
Our goal is to secure your financial future and guide you towards a fulfilling retirement. Dependent upon your life stage, we provide expertise in the following areas:
People often wonder what is expected of them during an initial meeting? What type of process do we have in place? Our process begins by getting to know you, to understand your goals, your current situation and preferences. To view our complete process, go ahead and click OUR PROCESS
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.