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!

Services

Gustafson Financial Solutions

701 Palomar Airport Rd.

Suite 300

Carlsbad, CA 92011

Phone: 760-931-4750

Fax: 413-832-9220

info@gustafsonfs.com

What Makes GFS Different?

FEE-ONLY COMMITMENT: We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase/sale of products.

HOLISTIC APPROACH: We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan.

OPEN RETAINER PROGRAM: Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost.

CREDENTIALED PROFESSIONALS: Your personal financial advisor works as part of a team with other Licensed Cambridge Advisors to provide you with in-depth expertise in every financial area. The professional strength of our alliance is based on rigorous academic training and years of seasoned experience.