LPL Financial - Joel Rohn

At Lumena Financial Strategies, we are committed to lifelong, multi-generational relationships, implementing strategic changes as markets, technology, and the financial world evolves. We believe that without action no amount of planning can help clients achieve their financial goals. It is never too early or too late to begin taking steps toward pursuing your goals.

Sovran Advisors, LLC is a premier financial services firm based in San Diego, CA, dedicated to helping clients achieve their financial goals. As trusted financial planners and investment advisors, we offer a comprehensive suite of services tailored to meet individual needs. Our expertise spans investments, retirement planning, and insurance solutions. We specialize in diverse investment options, including bonds, common stocks, and various IRA types (Educational, Traditional, Roth, SEP, and SIMPLE). Our brokerage accounts provide access to treasury bills, government securities, and variable annuities.

Celeste Financial Group is a financial planning and investment advisory firm that helps clients in San Diego, CA achieve their financial goals. The firm's experienced advisors work with each client to create a personalized financial plan that meets their unique needs and circumstances. Celeste Financial Group offers a wide range of financial services, including financial planning, investment strategies, retirement strategies, insurance & protection, estate & legacy planning, and education planning.