This site is under construction and will go "live" by Q4 of 2012. █
Our Purpose
- La Jolla Financial Planning will operate under two concurrent business models:
- Wealth Management for select clients with investible assets of at least $1M
- Financial Education for young adults designed to help them avoid the debt plaguing the US today
Other La Jolla financial planners don't help individuals start saving early enough. When you see our savings comparisons that demonstrate the true power of compounding earnings you will see why we want to help young adults change their views on when to start saving.
Our Founder & Managing Member
Dan Goese is completing his "Personal Financial Planning" certificate at UCLA Extension in preparation for taking the CFP® (Certified FInancial Planner™) exam by 2013. Dan has experience managing millions in assets and more active/agressive "swing trading" of individual securities.
Mr. Goese holds an MBA from Northwestern's Kellogg Graduate School of Management and a BSEE from the University of Illinois at Urbana-Champaign. He has held management positions in a variety of companies including HP, UL, MusicMatch (since sold to Yahoo!), Marketing Counsel and Outlook Research. He and his wife Katie have raised three children here in La Jolla and all three are off in college now.
His volunteer work has included soccer coaching & web site management for La Jolla Youth, Inc., sponsorship management and clothing design for San Diego Bicycle Club, captain for the Blind Stokers Club, and City of San Diego [mayor-appointed] advisory board membership.
Our Future
Our future thrives on finding ways to help you feel more comfortable with your financial future. This means:
- Modeling your income and investments in a way you can readily grasp
- Optimizing your risk-adjusted return and your financial security...even through the roughest of economic times
While We're Getting Started...
Contact Dan Goese directly with any questions. This site isn't scheduled to be "live" until the summer of 2012, but he'd love to hear from friends and prospective clients before then!
Messages sent to the e-mail address below are checked every day. (No solicitations, please.)
Calls placed to the number below are forwarded directly to voicemail. If you leave a voicemail message before 2:00 PM Pacific Time you can generally expect a return call the same day:
This identical site is found at the following URLs: LJFP.org • LaJollaFInacial.com • LaJollaFinancialPlanning.com
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