Hal  Schweiger

Hal Schweiger

| CFP®

Blue Water Capital Management, LLC

Fee Only Financial Planner Located in San Diego, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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5755 Oberlin Drive
San Diego, CA 92121

Hal Schweiger is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Hal Schweiger is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the exclusive fee-only National Association of Personal Financial Advisors (NAPFA). He heads up the pension and trusts divisions of Blue Water Capital Management, LLC. Mr. Schweiger's expertise was honed through personal experiences in managing family trusts assets over ten years. This gives him the insight that only accompanies trustees that deal with family members as family dynamics change. Hal also directs the pension division, which insures that business owners are able to recover their investment from the firms they start. Mr. Schweiger insures that his clients' companies have appropriate pension plans in place that maximize the retirement income of the owner and employee alike.

Hal is active in his Scripps Ranch community as a volunteer since he retired from AT&T. He has coached over twenty sports teams and served as a treasurer of several non-profit civic organizations in the community. Hal has served as Director of Public Awareness for the Board of Directors of the Financial Planning Association of San Diego. Hal's clients benefit from working with a professional whose extensive financial expertise was developed during his twenty years at one of the world's largest companies. In addition, his strategic thinking, insightful analyses and dependable advice were used in business acquisitions that reached $6 billion dollars.

Mr. Schweiger holds a BBA in Finance and an MA in Economics from the University of Wisconsin - Milwaukee.

Hal has appeared several times on television station KGTV 10 in San Diego and KOGO 600AM radio to discuss the benefits of financial planning and share his expertise on the subject. He has also appeared in the Bloomberg Wealth Manager, Registered Rep Magazine, The San Diego Union Tribune, and MSN Money.