Sean P. Storck CFP, EA

San Diego, Estados Unidos

5

1 avaliação

Contatos

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Telefone
+1 858-277-8784
Site:
horizonplanning.com
Endereço:
4617 Ruffner St Ste 201, San Diego, CA, 92111
entre a Dagget St & a Opportunity Rd
Kearny Mesa
Paradas e estações próximas de transporte público:
2.2 kmKearny Mesa Transit Center
Categorias:
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Hoje

Hoje –
Horário local (San Diego) 20:24 sábado, 24 de maio de 2025

Horário de funcionamento

segunda-feira 8:00 – 17:00
terça-feira 8:00 – 17:00
quarta-feira 8:00 – 17:00
quinta-feira 8:00 – 17:00
sexta-feira 8:00 – 17:00
sábado –
domingo –

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Proximidades

Próximos a esta localização:
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1 avaliação para Sean P. Storck CFP, EA

Não exige registro
Classificação do local: 5
San Diego, CA
Very knowledgable and trustworthy, and a nice guy to boot. Results are what matters, however, so here’s a story for you: We decided to transfer the management of our fund porfolio to Sean in 2007, when the DOW was above 13k. He made some adjustments, and two years later when the DOW was under 7k and everyone’s 401k’s were getting devastated, the value of our portfolio had only dipped about 4%. We are now up over 10% from our 2007 value. Enough said.