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Our Mission:

Our mission is to help clients achieve financial independence through proper planning, wealth management, asset protection and ongoing coaching.  Working with respect for the human spirit, we are committed to helping each and every client define their truths and align their finances with their deepest interests in mind.  With an aim towards empowerment, we are devoted to helping each client create opportunities to engage in their own personal greatness.

About Us:

Godfrey Financial, Inc. is a Registered Investment Advisor (RIA) with the state of California, specializing in comprehensive wealth management for individuals and businesses in the greater San Diego area.  We offer a complete suite of premium wealth management services including financial, business, legacy and retirement planning, exit strategies, insurance programs, and full service brokerage to help grow, preserve, and protect your assets.

As an independent firm, GFI is not limited in its ability to take advantage of financial products and services currently available for its clients. We use this independence to offer unbiased guidance and objective advice about achieving financial goals.