Yorkshire Wealth Management

Yorkshire Wealth Management is an independent, fiduciary wealth management firm in San Diego specializing in comprehensive financial planning for families and public safety officers. Founded by retired Fire Captain Phil Bell and Chartered Market Technician Douglas Shultz, they offer investment management, retirement planning (including CalPERS, DROP, 457, and SDCERA/SDCERS expertise), estate and legacy planning, tax mitigation strategies, risk management, and education funding guidance. Their fiduciary approach ensures clients' interests come first, with a focus on sustainable wealth creation through low-volatility, resilient portfolios managed with advanced analytics.