Modern Money Management

Modern Money Management provides fee-only financial planning, investment management, and tax planning to individuals and their families. I use modern tools, nobel prize-winning research, and a practical approach to help clients take control of their finances, protect their families along the way, and achieve both short-term and long-term 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

5026 College Gardens Ct San Diego, CA 92115-1102 Phone: (858) 223-9575

Primary Office

5026 College Gardens Ct San Diego, CA 92115-1102 Phone: (858) 223-9575