FlightPath Financial Planning, LLC

FlightPath Financial Planning is an independent, fee-only financial planning firm built for high-earning professionals navigating complex compensation and benefits. We work extensively with clients holding RSUs, ESPPs, and stock options, helping them build a coordinated strategy around vesting, tax exposure, and diversification — not just generic investment advice. We also specialize in HSA/HDHP optimization, guiding clients through open enrollment decisions that most advisors never dig into with real rigor. As a Certified Financial Planner® Firm, I operate on a fee-only basis — no commissions, no product sales — so our advice is never conflicted. We work on an ongoing, fixed-fee model with no account minimums, so you always know exactly what you're paying and what you're getting. Our clients include corporate executives, mid-career professionals, and aviation professionals — anyone earning a strong income but facing decisions too complicated for cookie-cutter advice. Contact us today to schedule a free consultation and see if we're the right fit for your financial planning needs.

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

445 Marine View Avenue, Suite 305 Del Mar, CA 92014 Phone: (858) 386-0917

Primary Office

445 Marine View Avenue, Suite 305 Del Mar, CA 92014 Phone: (858) 386-0917