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

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(858) 755-6696 x 3201

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Professionals

The benefits Windus provides to working professionals are as varied as the professionals themselves. Income and benefits vary from profession to profession. Job changes can challenge retirement savings. The type of work an individual does can have detrimental effects on their health heading into retirement. Windus takes all these concerns and more into consideration when crafting a plan for her clients.

While compensation in the healthcare industry is usually above average, physicians in particular face considerable liability. How can they protect themselves? How can they maintain their current lifestyle while also building wealth for the future? Windus helps her clients answer these questions and many more.

Attorneys’ self-employed status can complicate retirement benefit plans. Scientists and Engineers retirement plans can be plagued with tax and stock issues. Police Officers and City Employees face the challenge of choosing between an array of differing options for their DROP Plan.

These are just a few examples of the complex issues we can account for in a comprehensive financial plan.

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