Robert P. Celeste, CFP®, AIF®

Todd Johnson, Investment Adviser Representative, AIF®

Karena Dickerson, Administrative Assistant






Image courtesy of James Barker /

Bob is a Point Loma native and has been providing financial and retirement planning services to individuals, families and closely-held corporations in the San Diego area since 1981. 

We work with clients to establish goals and objectives, and then carefully implement their plan to help them realize the benefits of personal financial planning and professional asset management.