Robert P. Celeste, CFP®, AIF®
Todd Johnson, Investment Adviser Representative, AIF®
Angela C. Celeste, Operations Manager
Karena Dickerson, Administrative Assistant
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.
Image courtesy of James Barker / FreeDigitalPhotos.net
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?