Margot M. Dorn

Margot M. Dorn

| CFP®, CPA, MSBA

Dorn Financial

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
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

11622 El Camino Real
Suite 100
San Diego, CA 92130

Margot Dorn 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?

Margot Dorn is a Fee Only Financial planner in San Diego, CA. Margot Dorn is a NAPFA-Registered Financial Advisor.

I help people make smart financial decisions.  Much of the information available is confusing and contradictory and I help clarify how it applies to your individual circumstances.

Investing and financial decision-making does not have to be complex, but you do need to understand the rules and your options to make the best choice.

Please contact me and we can discuss how I can help.