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Financial Planning and ​​Investment Management

Point Loma Advisors collaborates with you to understand your financial circumstances and values, and prepare a comprehensive financial plan with recommendations.  You have the option to retain Point Loma Advisors to implement your plan, manage your investments, keep you up to date, and be there to answer your financial questions.

​​Our Approach

Point Loma Advisors believes that financial planning is an optimization exercise that includes savings, investments, retirement plans, employee benefits, taxes and insurance.  We implement investment strategies with passively managed ETF's and mutual funds with low expense ratios.

Not ready to talk yet?

Please join our email list.  In return we'll send you a copy of 'Inside Investing' for technical professionals.  We've compiled a list of 20 thought-provoking ideas about investing you may not have heard before, tailored to technically astute people with inquisitive minds.


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