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Peter R. Wheeler, CFP®, CLU, ChFC,

WheelerFrost Associates, Inc.

2665 4th Ave
San Diego, CA 92103-6514
Phone: (619) 491-0225
Fax: (619) 491-0229

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

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.