Wealthrise Financial Planning, LLC

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Wealthrise Financial Planning 1-760-508-0368 Master Your Money, Live Your Best Life Aligning Investments to Life Intentions We believe that investing is done best within the context of a financial plan. As a fee-only, registered investment advisor, we operate with the utmost transparency where client interests always take precedence. With CFP® Board Standards as our guide and Nobel-prize winning* investment research as our foundation, we offer clients a sound approach to creating financial security and long-term investment growth. Our combination of careful portfolio construction and low costs offer peace of mind to individuals who want to know that their money is well-managed. *While no direction affiliation with Wealthrise, Dimensional Fund Advisors (DFA) has been implementing great ideas in academic finance since 1981. Nobel Laureates Eugene Fama and Myron Scholes sit on the firm's Board of Directors, as well as other notable academics. At Wealthrise, we apply many of the concepts and, at times, invest in DFA funds. Services offered include: investment management, retirement planning, insurance strategy, tax planning, education planning, cash flow management, transaction assistance, social security optimization. Non-investment management clients may retain Wealthrise to provide financial planning services on an hourly consulting basis. Independent As a registered investment advisor directly under FINRA, Wealthrise serves clients' interests first. Your goals are our goals.

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