Griffin Gaughran
Full-Service Financial Advisor at Evergreen Consulting and Financial Management
- Role
- Financial Advisor at Touchstone Wealth
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Griffin Gaughran
As an Advisor, I take a holistic approach to financial wellness, considering not just clients\' investments, but also their insurance needs, tax situation, and overall financial goals. I work closely with each client to develop a customized financial strategy that reflects their unique needs and aspirations. I stay up-to-date on the latest industry trends and best practices. I am committed to providing the highest level of service to my clients, and am always available to answer questions and offer guidance. I specialize in working with healthcare professionals (dentists, dental hygienists, veterinarians, and nurses), public service workers (fireman, policeman, and teachers), and small to medium sized businesses (5 - 100 employees).Whether you are just starting to understand your goals and plan for your future or want clarity on what the next steps of your life could look like, my team can work with to you achieve your financial goals and support you every step of the way.Currently accepting new clients in all 50 states.
Experience
Financial Advisor
Sep 2023 — Present
Education
University of California, Davis
Bachelor of Science - BS, Business/Managerial Economics
2016 — 2020
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