Fee Only Personal Financial Advisor
Thank you for visiting. My name is Terry Gustafson, and I am a Certified Financial Planner (CFP) based in San Diego, California, USA. My mission is to provide expert financial planning services to assist my clients in achieving their financial goals. I work on a "fee only" basis, which means that I am not compensated by selling any particular products and can make objective recommendations that work for YOU. Please come in and have a look around!

Disclaimer

Gustafson Financial Solutions

701 Palomar Airport Rd.

Suite 300

Carlsbad, CA 92011

Phone: 760-931-4750

Fax: 413-832-9220

info@gustafsonfs.com

Disclaimer

Gustafson Financial Solutions is listed with the State of California as a Registered Investment Advisor. When the number of clients in a state exceeds five clients, Gustafson Financial Solutions will also register for service of process in that state. Gustafson Financial Solutions delivers individualized responses to a person in a particular state only after complying with that state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption. This website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any other entity in any state or other jurisdiction.

Before a financial planning engagement can be offered, a copy of Form ADV, Part II, must be delivered to the client; alternately, a “brochure” containing the same material information can be provided. You may request a copy of our Form ADV Disclosure Statement (which contains the same material as our Form ADV Part II) by clicking on the Contact Us link above.

Gustafson Financial Solutions does not make investment recommendations until a comprehensive review of each client’s situation has been completed. This typically includes an assessment of goals and objectives, risk tolerance, knowledge of investments, and the amount of time until retirement. There are no performance guarantees expressed or implied and past performance of a security does not guarantee similar success in the future.

The material in this website is based on information that is generally available in the public marketplace and is believed to be reliable. However, it is not guaranteed as to its accuracy and does not constitute the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to situations wherein it may not be completely applicable.