Janette Gellert's Contact Details

Janette Gellert's Company Details

San Diego Wealth

, California, United States • 1 - 10 Employees
Financial Services

What if you lived your most inspired life? Your most meaningful life? What if every day you challenged yourself to live your dreams and a life of great meaning? What a difference that would make for you and the world!San Diego Wealth is a whole life planning firm that merges your vision for the life you've always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources.As a firm we seek to stay relevant and on course for our central purpose for being in the world. "To effect positive change in people's lives leading them to greater freedom and happiness!"We are about doing the most powerful planning that goes beyond our clients' goals, to their deepest heart's core yearnings and dreams of real freedom and inspired living.Disclosure:Securities and investment advisory services offered through SagePoint Financial, Inc, member FINRA/SIPC and a registered investment advisor. Additional investment advisory services and insurance services offered through San Diego Wealth Management, LLC, a registered investment advisor not affiliated with SagePoint Financial, Inc.