Superior Planning Beyond Financial Security


About Us

Superior Planning, Inc. is an independent, private wealth management firm and family office for high net worth individuals seeking a trusted source that will understand their specific needs, help manage their portfolios and coordinate their advisory team.

We see the big picture and are able to bring clients a broad spectrum of wealth management services. It is our business to help you anticipate life’s challenges (major life events) and proactively solve as many problems as possible with planning before they happen. The benefits of the financial strategies and products available today are not as effective as they can be with experienced guidance like ours. Simply put, we proactively plan for your financial peace of mind.

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Our Staff

Our Unique Process

Our Facilities

"The highest level of a client/advisor relationship is when virtually all issues, personal and professional, are open to discussion and exploration. A trusted advisor is the person the client turns to when an issue first arises, often in times of great urgency: a crisis, a change, a triumph or a defeat."

Excerpted From D. Maister, C. Green, R. Galford, The Trusted Advisor, The Free Press, 2000. Copyright 2000 Maister, Green, Galford
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Superior Planning, Inc.
4275 Executive Square Ste. 900 ~ La Jolla ~ CA. ~ 92037
Ph: 858.546.1046
Email: planning@superplan.com

Investment Advisory Services offered through Superior Planning Inc.
Securities and Investment Advisory Services offered through Capital Analysts Incorporated, member FINRA/SIPC
Capital Analysts Incorporated and Superior Planning Inc. are independent non-affiliated entities
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