Lily Fallah
Financial Advisor & Chartered Special Needs Consultant® | Flat-Rate Financial Planning & Money Management
- Role
- Financial Advisor at Guide My Finances
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Lily Fallah
My career in the financial services industry began in 2016. I work with individuals…
Experience
Financial Advisor
Jul 2023 — Present · San Diego, CA, US
We provide comprehensive full service financial planning on a flat-fee rate and asset management services. Our financial planning services include a wide range of areas customized to each client\'s individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, special needs planning, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation.We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets.Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS) member FINRA/SIPC. Additional advisory services offered through Guide My Finances. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Lily Fallah CA Insurance Lic CRD #
Education
San Diego State University-California State University
Bachelor’s Degree
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