About Glenn LaBar
Imagine if someone you love dearly handed over their money and made it your responsibility to make it last. It inspired me to find an investment strategy that helped my parents never lose any of their retirement money. Over my 25-year career visiting with more than 3,300 people of retirement age, I've never lost a single dollar of my clients' money due to the volatility of the market. And neither have any of WealthBridge Solutions' advisors.
We have spent our entire careers working with people who are nearing or in retirement. We understand your unique needs. And we know there's simply no way you can afford to waste valuable retirement years trying to recover from dips in the market. You need reliability. You need to protect your profits and lock in gains. You need your money to go to work for you in retirement.
About Tari Watkins
We all want to make the most of our retirement years, but there are many new challenges that face us today. Longer lifespans, the disappearance of pensions, Social Security uncertainties, these are just some of the issues I help my clients address and resolve here at Wealthbridge.
I love my work because I love helping people. Even after 25 years in the retirement planning business, it is still a great feeling for me when I help my clients achieve financial security for their future. My job is to educate you on how monthly retirement income functions for you economically. I help my clients allocate assets in pre-retirement, focusing on asset preservation and growth with maximum income disbursement post-retirement. And while there are various ways to do this, my job is to find the solution that best satisfies both my clients' financial and lifestyle needs.
At Wealthbridge, we don't believe in "one size fits all" solutions. As an experienced retirement planner, I understand you and your family deserve a plan that uniquely fits your specific circumstances. You need a plan that guards against the volatility of the market and still grows your money. I'll work to achieve this by securing you dependable monthly income for the future. Because I want to make sure your retirement years are the best years of your life.
Partner Estate Planning AttorneyJohn P. Iannessa has been a distinguished attorney in California for over 25 years and has a stellar reputation throughout the State. He has extensive knowledge and experience in the areas of estate planning, probate, family law and related matters. His practice includes full-service estate plan preparation, estate and trust administration, guardianship and conservatorship services, special needs trusts, probate and probate litigation.
Each estate plan designed by John is specifically tailored to the varied and evolving needs of each individual, family, and business. Designed to foster a lifetime relationship with each client, John and his staff strive to connect with their clients on a personal level, which is crucial for a full understanding of your objectives, expectations, and concerns. Ultimately, John and his staff will transform your legal difficulties into opportunities that provide you with solutions that meet your goals and best protect your loved ones.
Partner Estate Planning AttorneyDarlene has been working in the financial planning industry for over 20 years and is a California Life & Health Licensee. She works with Glenn LaBar and Tari Watkins with opening new accounts. She works closely with each new client by keeping them informed on the status throughout the account- opening process.
Darlene is essential in managing the client relationship and providing support to our clients. She also assists with the preparation of events for the firm. Darlene is a San Diego native and a mother of two sons.