Discover interesting Christmas tree facts and share the knowledge with loved ones!🎄
High Bluff Private Wealth
Financial Services
SAN DIEGO, California 167 followers
Financial planning services built for retirees, business owners & corporate executives
About us
High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education planning. We also work with business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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http://www.highbluffpw.com
External link for High Bluff Private Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- SAN DIEGO, California
- Type
- Privately Held
Locations
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Primary
Get directions
12520 HIGH BLUFF DRIVE
Suite 120
SAN DIEGO, California 92130, US
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Get directions
27720 Jefferson Ave.
Suite 310
Temecula, California 92590, US
Employees at High Bluff Private Wealth
Updates
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We want to help you keep up with changes in the market and our economy. Click here to read our Weekly Market Commentary: https://lnkd.in/guyGNbuc
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2024 was another year that continued to defy expectations. Will it last throughout 2025? #LPLResearch weighs in. #LPLOutlook
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Watch Claire’s 401(K) year-end review checklist and keep your retirement savings on track! ✔️📝 #yearendreview #retirementplanning #401k #financialplanning
Year-End 401k Checklist
https://www.youtube.com/
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We want to help you keep up with changes in the market and our economy. Click here to read our Weekly Market Commentary: https://lnkd.in/guyGNbuc
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Congrats to our own Claire (Walker) Shinholser, MS, CFP®, CRPC® on attending the Achieve Conference with LPL Financial! Keep up the great work!!
Empowering business owners and women professionals to build wealth and confidence | High Bluff Private Wealth
What an incredible experience attending Achieve, an invitation-only women's conference, hosted by LPL Financial in Washington D.C. this past week! Spending time with women who are shaping the future of the financial services industry left me feeling motivated and excited for what’s ahead. As a new mom, this year has been full of growth and perspective shifts, and being part of this community is a reminder of the impact we can have both personally and professionally. Grateful for the chance to learn, connect, and grow alongside these amazing women. Not to mention, it was pretty cool to see a few good friends up on the main stage this year. Here's to building something even better together! Rachel Bubb Christina Zins, CFP® Alix (Farquhar) Kusler Sarah Kosmerl, CFP® Jennifer Pauling Marlana Lancaster, CFP®, MBA
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The pressure to conform to societal expectations can be especially overwhelming during the holidays. Here are three ways to practice cultivating gratitude, connection, and happiness this holiday season! ❤️🎅
You can't force holiday cheer—but 3 habits can help you feel happier this season
advisorstream.com
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Here are five proactive steps you can start making during the holiday season to improve yourself and enhance your career and life. 💪 #newyear #careerplans #goalsetting
5 Ways You Can Make Positive Changes In Your Work And Life Over The Holidays
advisorstream.com
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Here are some tips to consider as you weigh potential tax moves between now and the end of the year. ⏱️💡 #taxtips #financialplanning
Year-End 2024 Tax Tips (Nov)
advisorstream.com