Cheri Turner
Retirement & Legacy Wealth Solutions
We are located in San Diego, CA, and we serve clients locally and nationally. Our clients come first. It’s that simple. We provide honest and impartial advice based on your goals. We specialize in helping clients integrate wealth management solutions that align with their values and family dynamics.
Our services are ideally suited for:
– Individuals & Families with $1M+
– Less than 10 Years to Retirement
– Retired or Work Optional
– Family Offices with a minimum of $10M in Assets
Listing Category