Our Team Mission Statement: To provide unbiased comprehensive financial planning and proactive asset management to clients while maintaining superior customer service. As independent advisors, we create investment planning strategies to help build and protect your wealth, allowing us to focus on what is truly important to you. Bob Woods, LUTCF, ChFC, CLU President | LPL Financial Consultant (619) 668-8616 (619) 668-8615 Bob.firstname.lastname@example.org Bob began his Financial Services Career in 1989 as an Insurance Agent with Equitable of Iowa where he remained for nine years. He joined Financial Plan Design in 1997 as an Associate Advisor. Bob completed his Life Underwriting Training Fellowship LUTCF in 1992, received his Chartered Financial Consultant Designation CHFC in 1996, and Chartered Life Underwriter Designation CLU in 2009. He is committed to comprehensive financial planning and tactical asset management for his clients.Bob, a native of New Jersey, moved to San Diego in 1973 after serving four years of active duty in the United States Navy, which included three tours of duty in Vietnam. From 1973 to 1986, Bob went on to own and operate three Service Stations in conjunction with a successful Chartered Sports Fishing business.Bob’s background as both a business owner and Financial Consultant has given him a knowledgeable insight when working with individuals and business owners. Bob has been the President and owner of Financial Plan Design since 2001.Interests outside of providing financial security for his clients include: boating, fishing, kayaking, biking and going to the gym. Bob has held a US Coast Guard Merchant Marine Masters License since 1981. Monika E. Windle, CFP®, CLU LPL Financial Consultant (619) 668-8616 (619) 668-8615 Monika.email@example.com Monika is a former adjunct professor with in the Economics Department at Mesa Community College, teaching both Macro & Micro Economics. She began her Financial Services career in 1999, and has previously worked as a Senior Financial Consultant, VP of Investments with WAMU Investments for nine years. She joined Financial Plan Design in January of 2009. Monika received her CERTIFIED FINANCIAL PLANNERTM certification in 2007, and Chartered Life Underwriter Designation CLU in 2015. She is committed to providing comprehensive financial planning and tactical asset management with an emphasis on market trends for her clients. Her background in both Economics and Financial Planning provides her with a unique insight into how markets perform.Monika is a graduate of University of California @ Santa Cruz and holds an MS in Applied Economics and Finance as well as BA in Economics.Interests outside of providing financial security for her clients include spending time with her spouse Anthony and their three beautiful children. Monika would like to fulfill her passion for teaching Investments and Economics alongside her consulting career once her children are older. P. Martin Peters, CLU, RHU LPL Financial Consultant (858) 755-0201 (619) 668-8615 Marty.firstname.lastname@example.org Marty began his Financial Services Career in the early 70’s. He received his Chartered Life Underwriter Designation CLU in 1975 and his Registered Health Underwriter Designation in 1984. Marty has been a qualifying member of the Million Dollar Round Table each year since 1973, a premier association of the insurance and financial service industry which is limited to the top 2% of producers. Marty joined Financial Plan Design in 1986 and specializes in implementing strategies to create and diversify wealth using trusts*, family limited partnerships, asset allocation in managed accounts as well as insurance and annuities. His license plate reads “PRE TAX” which says it all. His approach is to give Clarity and Confidence in a Complex World.Marty is a graduate of Loyola Marymount University with a double major in Political Science and Philosophy. He also attended graduate courses in banking and finance from University of Southern California.Interests outside of providing financial security for his clients include spending time with his wife Mary Alice, 2 daughters and granddaughters. He has served actively in Rotary since 1978, as a past District Governor and current Chair of Public Relations for the Western United States. *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Our Support Staff Gina Tulao Office Manager (619) 668-8616 (619) 668-8615 Gina.email@example.com Originally from the Philippines, Gina helped manage her family business for 9 years before moving to the States in September 2000. She began her career in the Finance Industry in 2003 with LPL Financial before joining our team in October 2014. She has more than 15 years of management experience. Gina enjoys spending time with her husband and daughter. Luis Garcia Jr. Client Services Associate (619) 668-8616 (619) 668-8615 Luis.firstname.lastname@example.org Luis served in the United States Coast Guard for 4 ½ years. Upon returning from active duty service, Luis began his Financial Services Career in 2015 as an insurance agent for State Farm. He helped clients assess new risk in order to determine if they should retain the risk or transfer it to an insurance company. He was a licensed banker at Wells Fargo from 2016 to 2018. He specialized in assisting clients pursue their financial goals. He joined Financial Plan Design in 2018. Luis enjoys spending time with his son. Laurie Rymer Administrative Assistant (619) 668-8616 (619) 668-8615 Laurie.email@example.com Joined our team in June 2012 as a receptionist, in August 2012 she was promoted to administrative assistant. Laurie has 20 years of customer service and 10 years of management experience. She assists with daily operations as needed. Laurie enjoys spending time with her husband, kids, grandkids and her dog Celine.