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Personalized Strategies &#8212; <strong>Not a Cookie-Cutter Approach</strong>

Personalized Strategies — Not a Cookie-Cutter Approach

For over four decades, our team of professionals have honed our skills in holistic financial planning and have developed elevated personal service in every area. Not only do we account for your complete financial picture, we also put our entire team behind you and your plan so you can confidently pursue what matters most.

Financial Planning

At Celeste Financial Group, we get to know our clients and discover your fears, needs and wants. We then leverage our expertise to form a tailored strategy that’s designed to empower you to manage the complexities of your finances in every area and at any stage of life.

Investment Strategies

We personally build every portfolio with a solid foundation that’s based on your risk tolerance, unique circumstances, and time frame for your goals. From there, we can suggest ways to optimize your investment portfolio so you can make the most of the opportunities that come your way.

Retirement Strategies

Whether you’re afraid of outliving your retirement money or just want to prepare for a comfortable lifestyle, our advisors will help assess your resources and target goals, then implement strategies to create a sustainable retirement income. We will also monitor your plan and make necessary adjustments to keep your financial life on track.

Insurance & Protection

Your insurance and protection needs are unique and largely depend on your career, family status, and lifestyle. We help you identify risks and integrate proactive strategies to help you navigate effectively through each life stage and protect future generations.

Estate & Legacy Planning

Generational planning is the heart and soul of Celeste Financial Group’s customized approach to advising. We’re dedicated to understanding your wishes and crafting a legacy plan that eases the financial burden on your loved ones and fulfills your desires for the next generation.

Education Planning

College is expensive, but our personalized education planning approach helps you stay on top of your savings plan and navigate financial aid options. We can help you plan for expenses, set achievable goals, and put your investments to work to help your child succeed.

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Our Approach

Our integrity and personalized team service — backed by a time-tested culture of success — help us build trust and form genuine friendships for life.

Our Approach

Our Team

We are a San Diego-based team of financial professionals that works from the belief that many minds are better than one, for holistic financial services.

Meet the Team

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We offer time-tested services and personalized approaches to help you and your family effectively plan for what matters most.

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