About the Business
Planning Within Reach has been a financial planning, investment management and tax preparation provider in San Diego County for more than 10 years. We specialize in serving teachers, military personnel (Navy specialty) and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and other companies. Our clients range from young families to retirees, and we provide them with a customized financial plan to secure their financial future.
We are an independent Registered Investment Advisor and fiduciary that does not have any affiliations with any brokerage or insurance company. We provide fee-only services to our clients, based on their individual needs.
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- I worked at a big company for 6 years. The minimum amount of investable assets required to become a client was $500K. I loved my job, but it wasn't fee-only and I hated turning away people who needed the services but didn't have the minimum amount of money required. Perhaps they had multiple rental properties or they were just starting their career with a great salary but a ton of student loan debt. I saw the value I could provide, but I couldn't work with them. I started PWR 2012 to serve clients of all wealth.
- (619) 567-9306
- 550 West B Street 4th, San Diego, CA 92101
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed