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Home > Financial Planner Directory > California > San Diego > Philip E. Smith, CFP®, MSFS, ChFC®
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Philip E. Smith, CFP®, MSFS, ChFC®

Ameriprise Financial Services, Inc.

3655 Nobel Dr
Ste 335
San Diego, CA 92122
Phone: (858) 552-8400 x2
Fax: (858) 876-1804

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • Personal Taxes

 

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