Sean P. Storck CFP, EA

San Diego, Estados Unidos

5

1 opinión

Contacto

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Teléfono:
+1 858-277-8784
Sitio web:
horizonplanning.com
Dirección:
4617 Ruffner St Ste 201, San Diego, CA, 92111
entre Dagget St y Opportunity Rd
Kearny Mesa
Paradas y estaciones de transporte público cercanas:
2.2 kmKearny Mesa Transit Center
Categorías:
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Hoy

Hoy –
Horario local (San Diego) 22:11 sábado, 24 de mayo de 2025

Horario de apertura

lunes 08:00 – 17:00
martes 08:00 – 17:00
miércoles 08:00 – 17:00
jueves 08:00 – 17:00
viernes 08:00 – 17:00
sábado –
domingo –

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1 opinión sobre Sean P. Storck CFP, EA

No se requiere registro
Tu valoración: 5
San Diego, CA
Very knowledgable and trustworthy, and a nice guy to boot. Results are what matters, however, so here’s a story for you: We decided to transfer the management of our fund porfolio to Sean in 2007, when the DOW was above 13k. He made some adjustments, and two years later when the DOW was under 7k and everyone’s 401k’s were getting devastated, the value of our portfolio had only dipped about 4%. We are now up over 10% from our 2007 value. Enough said.