Sbr Financial Group Careers in San Diego, CA

SBR Financial Group is a Fee Only, comprehensive financial planning and investment management firm. Personal financial planning is broadly defined as "a process of determining an individual's financial goals, purposes in life and life's priorities, and after considering resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals." People enlist the help of a financial planner because of the complexity of performing the following: - Managing investments in a manner which provides the highest probability of attaining your goals. - Finding direction and meaning in one's financial decisions. - Understand how each financial decision affects other areas of finance - Adapting to life changes to feel more financially secure. Specialties Comprehensive Financial Planning, Retirement Planning, Investment Management