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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!

 
Financial Planning Tools

The links on this page will take you to personalized financial planning tools.

Goals and Values Worksheet

Do You Need an Advisor? Worksheet

Useful Financial Links