Find the Certified Financial Planner™
Who's right for you.

Judy C. Hagar, CFP®

Wolters, Hagar & Pratt Financial Planning, Inc.

6390 Greenwich Dr
Ste 230
San Diego, CA 92122-5923
Phone: (858) 550-7090 x306
Fax: (858) 550-7099

Toll-free: (888) 709-4661

Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.