Financial Planning San Diego
Josh Koehnen, CFP® , MsBA ~ Independent Personal Wealth Manager ~
Josh Koehnen is a CERTIFIED FINANCIAL PLANNER™ practitioner and independent wealth manager for individuals, families and small business owners. The ability to make good financial choices, communicate complex ideas simply and to keep a watchful eye has placed Josh as overseer of his clients’ investment assets. His experience in business and personal financial decision making are brought to bear in developing well thought out approaches in the areas of tax, retirement planning, estate planning and risk management.
2525 Camino del Rio South, Suite 152 San Diego, CA 92108
(619) 501-1184 josh@joshkoehnen.com
Securities offered through Independent Financial Group, LLC (IFG) member FINRA and SIPC and an investment advisor representative of and offering advisory services through Independent Financial Group, LLC (IFG) a SEC registered investment advisor. Office of Supervisory Jurisdiction: 12636 High Bluff Drive, Suite 100, San Diego, CA 92130.
Kimberley Lynch, Financial Planner
Kimberley Lynch helps families plan for retirement. Four out of ten people will live to the age of 120. Kimberley helps people plan in the event they are one of four that will live a long life. Individual planning is the key to success. Having a financial GPS helps you plan and monitor your progress along the way.
Families should also plan for premature death. In the event a loved one passes it is important that the proper protection is in place to help the family through that loss of income. Kimberley is compassionate and caring and takes the time to determine what is the right amount of coverage for your family. She is available for house calls and explains everything in simple terms.
Kimberley has her CA life insurance license, CA health insurance license and certification in Long term care, as well as her Securities 6 & 63 licenses. Kimberley has over 13 years of working in the international community and has an MBA in International Business. When your employees are taken care of they spend less time worrying about health and wealth issues at work. You can find Kimberley at Primerica Financial Services.