Glenda Moehlenpah (CFP®, CPA)

Glenda Moehlenpah focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We provide hourly, fee-only financial planning and investment advice and individual tax preparation.  We also offer Cash Flow or Debt Managment Group Workshops.

Additional Information

Website:  Our motto is "Connecting you to where you want to be."  We work best with financial "do-it-yourselfers."

NAPFA Start Date

May 29, 2001


This Office

12975 Brookprinter Pl Ste 140 Poway, CA 92064-8894 Phone: (858) 486-0100 Fax: (858) 486-0108