Margot Dorn (CFP®, CPA®, MSBA)

Margot Dorn focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Hourly
  • Investment Advice without Ongoing Management
  • Real Estate Investments
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial areas we review are:


·   Investments
·   Income tax planning
·   Risk management
    (insurance)
·   Budgets, expenses and
    debts
·   Long-term care planning
·   Specific goal or college
    cost planning
·   Retirement planning and
    distribution strategies
·   Estate planning

NAPFA Start Date

November 13, 2003

Submit
Submit

This Office

11622 El Camino Real Ste 100 San Diego, CA 92130-2051 Phone: (858) 922-1356 Fax: (858) 350-9109