Create Your Path

At Create Your Path, we believe in providing real financial planning services, not product sales. That’s why we are a fee-only firm, which means we do not receive commissions and are only paid by you, the client. We are also fiduciaries, which is a fancy way of saying we always put your interest first.

Our mission is to partner with Federal employees to create a clear path to their life goals. We help create this path by pairing our unique insight of Federal employee benefits with a comprehensive financial planning process that prioritizes our client’s life goals.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

501 W Broadway Ste 800 San Diego, CA 92101-3546 Phone: (619) 483-8690

Primary Office

501 W Broadway Ste 800 San Diego, CA 92101-3546 Phone: (619) 483-8690