Financial Advisor | C.B. Financial Insurance Services, Inc.

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

"True wealth lies in discretionary time—the freedom to do what you choose, when you choose."

"People don't plan on failing, they simply fail to plan."

"The path to success is a marathon, not a sprint."

"The best way to predict your future is to create."

C.B. Financial Insurance Services, Inc. is a trusted, independent, family-owned firm with over 30 years of experience in wealth management and personal finance.

As a comprehensive financial planning firm, we provide a full range of services spanning virtually all areas of financial planning. From investment management, retirement income strategies, tax-efficient planning, insurance solutions, real estate planning and advisory, and legacy considerations, we serve as a one-stop resource for our clients’ financial needs.

Our team-based approach ensures clients receive coordinated, well-rounded guidance designed to simplify and integrate every aspect of their financial life.

We take pride in serving our clients with honest, trustworthy, credible advice and service! Please see our links below.

5-Star Rated Team

One of San Diego's Top Weatlh Managers. Trusted, Recognized, and Consistent.

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Trusted by Clients

Real experiences that speak louder than words.

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FINRA Registered

Working with a FINRA regulated Financial Professional can make a difference.

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Strategies tailored for every generation.

We can help take the mystery out of preparing for today & tomorrow. No matter what stage you find yourself in:

- Accumulation; Earn & Grow

- Preservation; Safety & Security

- Distribution; Income & Legacy

We can help you grow wealth & minimize taxes. Allow us to create a personalized financial roadmap that can achieve your life goals & financial objectives.

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

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