Schedule an Appointment
The Certified Financial Planner designation is one of the most prestigious financial certifications within our industry.
Plan Management/Plan Design; Employee Education/Communication; Fiduciary training/oversight; Investment Management; Retirement Plan Consulting; ERISA Knowledge
Your specific preferences and circumstances dictate how to pay for advisor services.
Leverage our years of experience, credibility, and proven process.
Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. This whitepaper is designed to help investors overcome these challenges and includes a list of common mistakes and guidelines.
Please provide your name and email, and we'll send it right over.
Hello, and thanks for taking the time to visit my company, GFH Financial. My company is an independent boutique investment management firm under the broker dealer, LPL Financial.......
Welcome to GFH Financial, where we redefine financial planning and investment management strategies for both seniors in California and those working and saving for retirement. Our commitment to excellence in financial advisory services has made us one of the best financial advisors in the country. In this comprehensive guide, we explore how providing a full-service approach, implementing progressive strategies and utilizing smart technology provides the framework necessary to ensure financial security. Our Certified Financial Planner™ professionals ensure a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. We apply our full-service approach to financial planning for seniors and those that seek to save and prepare for retirement. We are securities licensed in 19 states throughout the U.S. and headquartered in San Diego, CA
At GFH Financial, we take pride in being among the best financial advisors in California. Our dedicated team of financial experts possess the necessary knowledge and experience to address a broad range of financial services. Whether you're savings for retirement, or looking to optimize income from your investments during retirement, we have the financial tools and experience to meet your needs. Financial planning for seniors seeks to address the unique issues that retirees and their families face.
For seniors, financial planning takes on a whole new dimension. We understand the unique needs and concerns that seniors face. Our specialized financial planning for seniors addresses retirement income, healthcare /Medicare, social security, investments, estate planning, and taxes. We work closely with our senior clients to create a financial roadmap that ensures a comfortable and secure retirement.
As one of the top investment management companies in California, we provide a range of financial services tailored to your financial goals. Our expert investment advisors employ a holistic approach, taking into account risk tolerance, return expectations, and market dynamics in order to develop a personalized investment strategy. Our goal is to optimize returns and minimize risk while safeguarding your financial future.
Expertise and Experience: Our team of financial advisors and investment experts possesses extensive knowledge and experience, ensuring that you receive the best guidance possible.
Personalized Solutions: We recognize that every financial situation is unique. Our solutions are customized to align with your specific financial goals and circumstances.
Holistic Approach: We look at the bigger financial picture. Our financial advisors consider all aspects of a person’s financial well-being - from investments to estate planning, we aim to provide a more comprehensive and personalized financial strategy.
At GFH Financial, our wealth management services are dedicated to helping you achieve your financial goals. Whether you're seeking the best financial advisors in California, specialized financial planning for seniors, or expert investment management, we have the knowledge and experience to guide you. Your financial journey starts here, and we are ready to walk with you every step of the way.
Elevate your financial future with GFH Financial. Contact us today to embark on a journey that ensures your financial success, security, and peace of mind.
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 with an advisor? Our process begins by getting to know you, to understand your goals, your current situation and overall preferences. To view our complete planning process, click OUR PROCESS