Lauren Alvey

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

About Danny G. Michael, CFP®, RLP®, MSBA Retirement requires making decisions that will impact my clients for the rest of their lives. So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my advanced degrees in finance and tax-planning to work getting that for them. It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent retirement planning and my team acts 100% in their best interests. We make no commissions off the financial products clients invest in and we charge no hidden fees. For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement. There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned. Media Mentions: Bank Rate https://www.bankrate.com/personal-finance/smart-money/understand-how-inflation-impacts-your-life-with-personal-inflation-rate/ https://www.bankrate.com/personal-finance/how-to-write-a-will/ https://www.bankrate.com/financing/cd-rates/pros-and-cons-of-ira-cds/ Investment News https://money.usnews.com/money/retirement/baby-boomers/articles/how-to-retire HuffPost https://www.huffpost.com/entry/important-money-moves-experts_n_5c1d130ee4b05c88b6f81d52 https://www.huffpost.com/entry/401k-loan-rules-borrow_l_5d83e88ae4b0957256b3d417 Think Advisor https://www.thinkadvisor.com/2019/08/21/advisors-advice-top-11-retirement-planning-questions-clients-ask/ Family Wealth News http://abetterwaytoretire.com/Understanding_Your_Personal_Inflation_Rate.aspx Forbes https://www.forbes.com/sites/robertfarrington/2021/12/21/5-last-minute-financial-tips-for-the-end-of-2021/?sh=5b7c6fb31403

Why take your journey with FlightPath Financial Planning Are you looking to reach your financial destination with ease and confidence? As a financial planner and pilot I know firsthand the importance of having a clear path and a trustworthy partner to guide you along the way. Aviation has taught me that careful planning, experience, and ongoing training are crucial for success, and the same goes for financial planning. At FlightPath Financial Planning, we are dedicated to helping you achieve financial independence, where you no longer have to worry about debt, student loans, how much to save for retirement, or whether you will ever be able to afford a home. We believe that the key to reaching your goals is to work with a professional who will always put your interests first and has the knowledge and experience to guide you towards your destination. As Certified Financial Planners® we operate on a fee-only basis, meaning no commissions or sales, allowing us to avoid any potential conflicts of interest and work solely for you. Let us help you pilot your finances towards financial independence, so you can sit back, relax, and enjoy the journey. Contact us today to schedule a free consultation and start your journey.

Hi, I’m Alan Nelson, Founder of Measured Money Maneuvers. My “money” story began many years ago with my decision to enlist in the Navy. At the time, I was independent and living on my own, attending community college and working full-time to make ends meet, but was not really sure what I wanted to do with my life, and didn’t want to get shackled into a ton of student loan debt and paying it off into my 30s and 40s. So, I raised my right hand and took the oath with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for…or at least get the GI Bill to assist with college later. Like many young enlisted starting out, in the first two years, my two roommates and I were fooled by the predatory insurance salesman and purchased a whole life policy as an “investment” with the promise of the “guaranteed” 7% rate of return. Thankfully, we had some senior enlisted leaders that knew better and told us to get out of it immediately before the 30-day window closed and we’d have had to pay a huge surrender fee to get out. This was my initial wake-up call that I needed to learn more about personal finance and investing. I was fortunate to earn a commissioning program within a couple years and while I initially thought I’d transition out in 6-8 years, I went on to serve a 25-year career as a submarine officer. As a young junior officer, I wanted to help my Sailors holistically – professionally, personally and of course, financially. Many young service members make poor early financial decisions that can take them years to recover from due to: 1) lack of financial literacy, 2)having their own paycheck for the first time in many cases and, 3) being the target for many unprincipled salespeople. Despite also working at an innovative high-tech company with brilliant engineers, I realized quickly these highly-educated people still didn’t know much about personal finance. People asked how I knew so much, so I offered an initial lunch and learn. The feedback was so positive and by the second seminar, it became undeniably clear that helping people with money to live their best life was my passion and I knew I needed to earn my credentials as a CERTIFIED FINANCIAL PLANNER™ Professional. While I will continue to educate, I realized that I could truly help more people by starting my own fee-only, fiduciary registered investment advisor (RIA) firm, Measured Money Maneuvers LLC.

Drawing on a career as a former aviator, I've seamlessly translated the invaluable lessons of teamwork, training, and experience into my role as a financial advisor. Much like the reliance on a well-trained flight crew to navigate challenges in the air, I believe in employing a strategic approach to investing, fostering a long-term perspective, and embracing life's challenges as opportunities for growth. In establishing this firm, my mission is to guide individuals who appreciate a calculated and strategic approach to financial success. As a Certified Financial Planner, I prioritize your interests above all, dedicated to helping each client achieve their unique goals. From the early days of flight school to the final flight, I'm committed to supporting your financial journey. As your trusted co-pilot and navigator, I offer guidance and expertise to help you chart a course toward your life's aspirations. Together, let's plan and navigate the complexities of your financial flight, ensuring a smooth journey towards your envisioned destination."

Alex Wanerman is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Prior to this position, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2018 to 2024. Before joining Fidelity, Alex worked at UBS Financial Services as a Financial Advisor from 2017 to 2018 and as a Wealth Planning Analyst from 2015 to 2017. He holds a California Insurance License. Outside of his professional duties, Alex enjoys golf, skiing, traveling, and volunteering. He is also engaged in parenthood.