About
The Advantage of Fee-Only Financial Planning
YOU ASK, “WHY DO I NEED A FINANCIAL PLANNER?”
Creating and maintaining a financial road map to achieve your goals takes both time and expertise. While it is possible to manage this on your own, most people don't have the time, interest, or breadth of knowledge needed. That is where I can step in to help.
A healthy financial life is a cornerstone of a successful life, no matter your income level or stage in life. Financial planning shouldn’t be a luxury—it is something everyone deserves in order to reach their goals. Just like taking care of your physical health, managing your financial health requires ongoing attention, education, and maintenance. Having an expert by your side makes the process faster, easier, and more effective—and it can even be enjoyable. You don’t have to navigate it alone—I am here to be your partner.
CHOOSING A FEE-ONLY ADVISOR MEANS YOUR BEST INTERESTS COME FIRST, ALWAYS
It is important to understand the difference between the types of financial advisors you may encounter. Many brokers and agents are salespeople who earn commissions by selling financial products. This can create a potential conflict of interest, as their compensation is tied to the products they sell. As a fee-only advisor, I am not compensated by third parties or required to sell specific products, meaning I can offer advice that is genuinely in your best interest. With me, there are no hidden agendas.
PERSONALIZED SERVICE IS MY HALLMARK – I AM HERE TO MEET YOUR NEEDS
What sets my practice apart is the highly personalized service I provide. I prioritize getting to know you and understanding your goals, values, risk tolerance, and life stage. There is no “one-size-fits-all” approach. Together, we will create a financial road map that is as unique as you are, tailored specifically to help you reach your goals.
FULL RANGE OF FINANCIAL SERVICES – PUTTING ALL THE PIECES TOGETHER
Whether you need a one-time conversation, like a second opinion on your investment strategy, or a comprehensive financial road map for long-term success, I am here to provide as much or as little support as you need.
COMPLIANCE DISCLOSURE: All written content on this site is for information purposes only. Opinions expressed herein are solely those of the owner and principal of Gibraltar Financial Advisors. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor, accountant or attorney prior to implementation. Fee-Only financial planning and investment advisory services are offered by Gibraltar Financial Advisors, a registered investment adviser in the state of California. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than California.
COPYRIGHT NOTICE: All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.
Contact
Your goals are my top priority. It simply starts by understanding your personal financial needs and ambitions. Based on these discussions, we’ll build a plan together that can enable you to make more confident decisions today and for the foreseeable future.
Let's begin the conversation.
– Jesse