Financial Advisors
San Diego, CA
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.
Ideal for: Public safety officers and firefighters, families seeking comprehensive wealth planning, retirees managing complex pension systems, individuals prioritizing tax-efficient strategies
Service area: San Diego County, CA
Fiduciary Advisors: Independent firm operating as fiduciaries bound by the highest legal duty to act in clients' best interests, with no conflicts of interest from commissions.
Public Safety Officer Expertise: Founded by a retired Fire Captain with deep knowledge of CalPERS, DROP programs, 457 plans, and SDCERA/SDCERS retirement systems specific to first responders.
Comprehensive Multidisciplinary Planning: Full-service approach including investment management, tax mitigation, legacy planning, education funding, and risk management rather than single-service focus.
Address: 16935 W Bernardo Dr # 170, San Diego, CA 92127
Phone: (858) 798-5616
Website: yorkshirewealthmanagement.com
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