Ryan Pinkerton, CFP

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Ryan Pinkerton, CFP I help busy professionals, military, and small businesses pursue financial independence and build wealth Member FINRA/SIPC. FINRA.org and SIPC.ORG.

CA License #4068527

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/14/2026

Equalizing the taxable estates refers to methods of arranging the estates of spouses in a way that will result in the least total amount of estate tax liability. Here is the underlying premise: federal estate tax rates are progressive (i.e., the tax rate increases with the size of the estate). Thus,...

10/13/2026

A qualified domestic trust (QDOT) allows a U.S. citizen spouse to transfer assets to a noncitizen spouse without having to pay federal gift and estate tax at the time of the transfer.

10/12/2026

Ask yourself these questions when setting your investment goals.

10/11/2026

If you are self-employed or own a small business, you may be able to establish a savings incentive match plan for employees (SIMPLE) IRA plan. A SIMPLE IRA plan is a salary reduction retirement plan for certain small businesses that is established in the form of employee-owned traditional individual...

10/10/2026

Community property laws establish a set pattern of property ownership for married couples. To date, community property laws are effective in 10 states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin have mandatory systems while Alaska has an optional syst...

10/09/2026

Each year Medicare offers an opportunity to review coverage options and make changes.

10/08/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

10/07/2026

Because convertible bonds behave like both a stock and a bond, investors have developed strategies for deciding when and whether to convert the bond into shares of stock.

10/06/2026

As a small business owner, you're probably interested in finding ways to save for retirement. You may also be concerned about attracting and retaining qualified employees. You may be able to pursue both of these goals by establishing a savings incentive match plan for employees (SIMPLE) 401(k) plan....

10/05/2026

Anyone with earned income can have an IRA. The difference may be in deductibility.

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1081 Camino Del Rio S
San Diego, CA
92108

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 3pm

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