With more than 20 years of money management experience on the La Jolla coast, Jeffrey Siegel — financial advisor and CPA who carries the CPA designation of Personal Financial Specialist (PFS), an honor that only 2 percent of CPAs in the U.S. can boast — knows all too well what’s on people’s minds during tax season.
However when it comes to finances, Siegel always keeps his clients thinking ahead.
A featured guest in the money section of USA Today’s “Talk Today,” as well as a guest on KFWB and NBC covering investment and retirement planning, Siegel says that when it comes to financial planning, making sure you have a realistic personal roadmap to your retirement goals, an investment strategy and a well managed portfolio can put you in good shape for the future.
“We all handle money every day, earning it, spending it and saving it. But that doesn’t mean we understand what it takes to make it work for us,” he said.
According to Siegel, it is most important to understand that it is simply not enough to put your hard earned dollars in the bank without knowing how well it should be working for you. “It is your nest egg and it needs to be nurtured by seeking proper guidance.”
“At Siegel Financial, we look at everyone as an individual with unique needs and build unique portfolios that make sense for that particular person or family.”
These services include investment planning throughout the accumulation phase and distribution phase of your life, fee-only investment advice, “and because of my tax background, I can’t help but pepper our planning sessions with some good tax advice.”
For more information about planning for retirement or managing your investments and taxes visit
or call Jeffrey Siegel at (858) 866-3550. The office is at 4330 La Jolla Village Drive, Suite 330. S
ecurities offered through Raymond James Financial Services, Inc Member FINRA/SIPC. Tax (or CPA) services are not affiliated with Raymond James.