JAMES R. LINGELBACH
CFP®, CHFC®, CLU®, CASL®
Financial Services Representative
CA. Insurance Lic.#0764473


"Helping clients discover intelligent and innovative solutions."

Since 1988, I have developed a practice to focus on Retirement Transitions. My goal is to help you make informative decisions in order to create clarity and provide direction for your financial future.

Helping clients with the retirement transition is the focus of my practice. I want you to spend your retirement years in financial freedom. I have spent 20 years giving seminars to retiring U.S. Naval Officers through SETAP and currently present Retirewise seminars, to major Fortune 500 Companies, throughout Southern California. These seminars provide comprehensive retirement education that extends well beyond savings and investments. With today’s challenges, you must go beyond the concept of saving and accumulating enough money. With my experience and expertise I can assist you in turning assets into income, manage risk, not just money, and make the most of what you have. My clients need for a comprehensive retirement plan is a responsibility that I greatly value. Together, we’ll create a road map to take you where you want to be. 

Click here to view Jim's FIVE STAR Wealth Management Award

The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.

Click here to view Jim's Financial Planning Association Speech

Financial Planning Association of San Diego is the region’s premier resource for Financial Planners and those pursuing a career in financial planning. FPA San Diego is committed to bringing its members educational opportunities and industry specific resources unsurpassed by any other member association.