Our Qualifications

Marty Schneider has been a Certified Financial Planner since 1986.  He brings nearly 30 years of experience to financial and retirement planning.  Marty, also known as "The Retirement Professor" because of his depth of knowledge on retirement issues, has been heard on San Diego radio for over 20 years.  You can currently listen to Marty's broadcast every day, from 5 -6 p.m. on KPRZ, 1210 AM, as host of the popular talk show called "The Word on Wealth".  You can also hear Marty's market reports and financial tips on KCBQ 1170 AM.

Marty's passion for his clients well-being has been the hallmark of his long and fruitful career.  He often says that he enjoys "dragging people, kicking and screaming, into financial health".  In the ever-changing landscape of financial and retirement planning, Marty's long-term experience can be invaluable in assisting families to make important decisions that may impact generations to come.  Marty has a unique way of communicating difficult concepts into easily understood ideas, and his warmth and integrity have separated him from many other financial professionals. 

It is our hope that you will contact Marty for your complimentary consultation.  At the very least, you can receive a second opinion on your current situation, and perhaps, make a new friend for life.  See for yourself why so many San Diego area families have turned to Marty when they needed a trusted financial advisor!

Thank you for your interest in our website!