Broker Check

David R. Bretz, CFP®
3131 Camino Del Rio N., Suite 380
San Diego, CA 92108

(619) 878-1577

Planning Services

Our firm follows the strict standards and ethics set forth by the CFP® Board, the governing body of the Certified Financial Planner™designation. We focus on planning first and are committed to helping our clients plan before making long term decisions that may affect their financial future.  

We help clients plan for retirement, plan for retirement income, rollover an IRA, conduct risk management, and manage taxes. Our planning services include:

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Insurance Planning
  • Education Planning
  • Estate Planning