Independent Financial Planning based on you
Comprehensive and personalized Financial Planning at your fingertips
Our approach
Our Financial Planning and Investment Management Principles are strongly rooted in Evidence-Based Investment and Modern Portfolio Theory. We aim to break down the complicated world of finance and provide simple solutions that can easily be implemented based on your goals.
Our Services
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Comprehensive Financial Planning
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Hourly Consulting
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Second Opinion Plan Reviews
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Education
Independent Advice
As Independent Financial Planners, we are not employees tied to proprietary products of one specific firm. We have freedom over the advice we offer. We are free to give advice and guidance that suits your needs.
High Level Remote Planning
Our office is conveniently located in Carlsbad, Ca. But why travel to the office? We’ve got you covered with telephone and web meetings.
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Alan Sweeten, M.S.,CFP®
CERTIFIED FINANCIAL PLANNER ™
Air Force Veteran 1996-2000
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Education
M.S. Personal Financial Planning, College for Financial Planning
Certificate in Financial Planning, San Diego State University
B.S.B.A, Finance San Jose State
A.S. Electronics, Community College of the Air Force
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Designations
CFP® mark of distinction
Chartered Retirement Plans SpecialistSM - CRPS®
Series 7, 66 Registrations currently held through LPL Financial
CA Insurance License #0F06830