If you would like to schedule your portfolio assessment, or learn more about our Portfolio Assessment Service, then please contact us using one of the methods below. One of our portfolio managers will be happy to answer your questions and arrange for an insightful analysis of your investment portfolio.
- Call us: (858) 454-6900 or Toll Free 1-800-374-4412
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Stop by our office
Vaughn Woods Financial Group
2226 Avenida de la Playa Suite A
La Jolla, CA 92037
- Email us: vw@vaughnwoods.com
Trustee Education: Why Families Need to Learn the Job Before They Inherit It
By Vaughn L. Woods, CFP®, MBA Founder and Owner, Vaughn
The Word I Underlined in 2007 — and Why It Now Runs the Machines
By Vaughn L. Woods, CFP®, MBA Founder & Senior Portfolio