CFH Wealth Management

San Diego, United States

5

1 review

Contacts

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Telephone:
+1 858-753-1957
Website:
www.cfhwealth.retirerx.com
Address:
11440 W Bernardo Ct Ste 300, San Diego, CA, 92127
Rancho Bernardo
Nearby public transportation stops & stations:
0.4 miRancho Bernardo Transit Center
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Today

Today –
Local time (San Diego) 08:32 Sunday, 6 July 2025

Business hours

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Saturday –
Sunday –

Description

Specialties

CFH Wealth Management, LLC is made up of Allan Clark Sr. CFP, Brad Fiene, Allan Clark Jr. and JB Haskett together they have over 60 years of Financial planning experience The Firm specializes in Comprehensive Financial planning and Charitable Giving strategies. with an emphasis on retirement planning, income and tax strategies and estate planning.

History

Established in 2009.

after many years of working together the team of advisors at CFH Wealth Management, LLC decided to start their own firm so they may be able to provide the best service and have access to all products and services available to them for their clients. after many years at a fortune 30 company CFH wealth management felt they could best serve their clients goals and objectives by being an independent firm not proprietary to any investment or insurance company alone, but rather have access to all companies and their products for their clients needs.

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1 review of CFH Wealth Management

No registration required
Place rating: 5
San Diego, CA
I was able to meet with Allan Clark, one of the financial advisors in this company. Without a doubt, the best and most insightful experience I’ve ever had in the financial areas. Allan spells it out so you can understand everything that’s going on, and he always welcomes any questions you might have. I’ve met with him a few times, and I always learn so much by the time our meeting is over. With the way the economy is, I’ll stick with an honest gentleman like Allan.