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Professional Listing
Category: Financial
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Tim Bennett
Western Financial Advisors
6020 Cornerstone Court West
Suite 240
San Diego, CA 92121 Map It
Telephone: 858-525-2928
Degrees: Certificate in Financial Planning (2000) New York University
Concentration: My clients come first. I speak in plain English, not in confusing financial terms. I tend to work with people who are not sophisticated investors. Many people first start working with me because they have received a lump sum of money through inheritance, divorce, selling real estate, or because they have an old 401k they don't know what to do with. Enjoy the feeling of knowing that a caring and competent professional is on your side.
Qualifications: I also advise rental property owners on 1031 exchanges and other strategies to minimize taxes when selling real estate.
Flat Fees / Pricing Info.: I offer a free introductory meeting. My compensation is fee based. The exact fee depends on the complexity of your situation.
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