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Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Wealth financial Partners and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA.

Financial Planning- April 2011 

WALL STREET JOURNAL -September 14th, 2012, Kelly Green:

Are You Coddling Your Grandkids?

People Are Showering Money on Their Children's Children—Even at the Expense of Their Own Retirement. Here's How To Give Smartly

  

USA Today- November 15, 2014-  Year-end retirement plan to-do list (Robert Powell)

Courier-Journal (November 12, 2015) 

Do you know your investment philosophy?  New "Financial Fitness" columnist Walter Pardo explores better investment choices than just a robo-advisor