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Murray L. Hougen, CFP®

Waddell and Reed

8910 University Center Lane
Ste 550
San Diego, CA 92122
Phone: (858) 457-1310
Fax: (858) 457-1346

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Banking
  • Buying a Home
  • Career Change
  • Bankruptcy
  • Business Taxes
  • Asset Allocation
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Disaster Recovery
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Long-term Care
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Medical & Health Issues
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Comprehensive, holistic, long-term focused, relationship based financial/life planning.

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