PTM FINANCIAL

Services Offered

• Financial planning
• Business planning
• Divorce financial planning
• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Risk management
• Legacy planning
• Charitable planning

About

PTM Financial is a financial planning firm based in San Diego, California, dedicated to providing comprehensive financial services. The firm specializes in retirement planning, investment management, estate and tax planning strategies, and risk management. They cater to a diverse clientele, including retirees, widows, divorcees, and business owners, ensuring tailored financial solutions to meet their unique needs. PTM Financial operates as registered representatives with LPL Financial and offers investment advice through Stratos Wealth Partners, Ltd.

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