About Us
Our Services
We at LBD Financial Center believe in Living Life by Design not by Default, providing you and your family a holistic and educated approach to personal finances. We are an independent broker, free to choose any companies and/or carriers that best serve your personal finance needs. We are located in San Diego fully servicing the entire State of California and providing insurance services nationwide.
Wealth creation and wealth preservation do not happen by accident and at LBD Financial Center, we assist our clients by helping them identify their goals and needs, then systematically exploring strategies and alternatives. We educate and guide clients, which leads to less stress and greater peace of mind in their lives.
Our Clients
Over the last 15 years, we work with a diverse variety of clients, the typical being a working couple with children as those families tend to have to most life-changing events that make our services invaluable to them. We can help plan for and navigate major events such as marriage, divorce, birth of children, children reaching college age, accumulating wealth, retirement, and leaving behind a legacy.
Our Journey
Our credentialed and skilled financial professionals strive to build relationships with each client to provide guidance and to help navigate today’s complex financial decisions. Our mission is to offer dedicated, creative, and professional financial problem solving. Get in touch with us today to start our journey together in developing strategies to reach your goals and dreams, to protect your assets against losses and uncertainties, and to create a plan to help you enjoy financial security during your retirement years.