Broker Check

Windus Fernandez Brinkkord

Senior Vice President of Investments

Gary Sussman

Wealth Advisor/ Investments Advisor Representative

12526 High Bluff Dr
Suite 150
San Diego, CA 92130

Get Office Directions

(858) 755-6696 x 3201

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Families

Planning your family’s financial future can seem like a monumental task. From saving for your children’s education, to making sure you have the correct type of life insurance, it can be difficult to know where to start. We aim to be your financial partner in planning for your family’s success!

In our experience, many families are afraid of living on a budget. They are worried about how much they are spending, concerned they are not saving enough, and afraid to ask for help. We provide tools for creating a family budget that encompasses every aspect of personal finance, including dealing with any debt that has already accrued.

We also aggressively shop life insurance for our clients, making sure they are getting the needed coverage without straying outside of their carefully constructed budget. In addition, we also help families to understand how much should be saved for retirement while creating a comprehensive savings plan for college educations where applicable.

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