The Complete Retirement “Sherpa” Experience Planning your retirement is like preparing to climb a mountain. You need someone to guide you on the way up and on the way down. Learn more about how we can guide you on your retirement journey Learn More About The "Sherpa Experience" Planning Your Retirement Journey Think about how much time you spend planning a two-week vacation. Your retirement can be an incredible journey, and it’s time to start planning the trip! Our role is to help you enjoy the retirement you want and have worked hard for. Start planning your retirement journey now. When Was Your Last “Gear Check”? When it comes to your retirement, are you equipped with the gear that you need to summit and descend the mountain safely? Our Second Opinion Service ensures that you are set up for success, and fixing portfolios is part of what we do. Learn How We Fix Portfolios

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If you were going to climb Mt Everest, would you use a guide? Your journey to, and through, retirement is very much like a mountain expedition.

At Hood Financial, we use this analogy to communicate our process, services, and values in a unique, visual, and memorable way.

Discover how a skilled and trusted Retirement “Sherpa” can help to guide you safely on your journey!

About Hood Financial

Welcome! As a Financial Adviser, fiduciary, and qualified Retirement “Sherpa” in San Diego, CA, I specialize in helping our clients with Retirement Planning, Investment Management, and Financial Planning.
Our mission is to help our clients create a plan for their future that helps them feel more confident, secure, and in control of their finances. If you would like some guidance with Retirement Planning, Investment Management, or Financial Planning, please contact our office today.

Ask Us A Question

    About Hood Financial

    You’re busy. We get it. At Hood Financial, we know that time is your most precious commodity- not money. With so many people and things competing for your time and attention, it’s no wonder that family, faith, fitness, friends, and fun often takes precedence over planning, pie charts, and portfolios. We also understand that not all advisers and firms are created equal. Knowing who to trust can be difficult, but not impossible. Do you go with a big-name national firm or a smaller local group? There are many other questions you must consider and yes, it does take a little bit of time, effort, and doing your homework. So, why choose to work with Hood Financial over anyone else?

    Click below to find out!

    Your Map

    It all begins with a map, or plan, detailing the path you will follow to achieve your goals before retirement and beyond.

    Your Gear

    We make sure you are equipped with the right mix of investments, strategies, and financial tools to support you throughout the journey.

    Your Guide

    As your Financial “Sherpa”, we stay with you from beginning to end, ensuring that you stay on the right path and are prepared for life’s surprises.

    What We Do

    Retirement planning is similar to planning for a mountain expedition. You reach the “summit” when you leave work, and the trip down the mountain is fraught with just as much difficulty and danger (if not more) as on the way up. Our job is to make sure you are properly trained and equipped—and that you know what to expect at every stage.

    Ready to start the conversation?

    We’re here to help you understand the most important questions you should be asking. Take the first step today.


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