The Looser Financial Group

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The Looser Financial Group You've planned for your next vacation, but have you planned for your financial future Member FINRA/SIPC.

The Looser Financial Group is focused on helping clients develop a "Financial Road Map" which will help put you on the appropriate path in pursuit of your financial dreams and destination. Everything we do at The Looser Financial Group is guided by a very simple profound quote from Yogi Berra,

"If you don't know where you are going you might wind up someplace else". Let The Looser Financial Group help you not "wind up someplace else", but end up exactly where you want to be in life. We help clients' design a personalize plan "Road Map" to guide them through the financial complexities of life. Your financial journey will have some ups and downs but with a good plan you will be able to work towards arriving at your desired destination. The financial consultants of The Looser Financial Group are registered representatives with, and
securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org
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 The Looser Financial Group 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.

Check out this video on taxes.
10/19/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Just entering retirement? Here's what you need to know.
10/18/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

How familiar are you with the Federal Reserve? Here is a quick history.
10/17/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Why are they made again and again? This piece helps make sense of these errors in judgment.
10/16/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

Do you know how missing the best and worst market days might affect your portfolio?
10/15/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/14/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
10/12/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
10/11/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

10/10/2026

When it comes to investing, you may be your own worst enemy.

Earnings season can move markets. Find out why.
10/09/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Address

1761 HOTEL CIR S STE #106
San Diego, CA
92119

Opening Hours

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

Telephone

+16194620862

Website

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