Ryan Pinkerton, CFP

Ryan Pinkerton, CFP I help busy professionals, military, and small businesses pursue financial independence and build wealth Member FINRA/SIPC. FINRA.org and SIPC.ORG.

CA License #4068527

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the st

ates in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

A number of special tax benefits are available for investing capital gains in a qualified opportunity fund.

09/01/2026

A pooled income fund is a trust with both charitable and noncharitable beneficiaries. It is established and run by the charity, not by you. The pooled income fund operates much like a mutual fund. The charity "pools" the contributions of many people, invests the money, and then distributes to you (o...

08/31/2026

Debt consolidation can lead to an improvement in your credit rating by making your debt easier to manage.

08/30/2026

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA. You don't include...

08/29/2026

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08/28/2026

Muni bonds have long been a mainstay in the portfolios of income-focused investors who want to manage taxes.

08/27/2026

Section 403(b) of the Internal Revenue Code (IRC) describes a special type of defined contribution retirement plan available only to public schools, tax-exempt organizations, and certain ministers. Section 403(b) provides an exclusion from current income for employer contributions and employee pre-t...

08/26/2026

The NFT market took off in 2021.

08/25/2026

A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any property placed in service after December 31, 2025.

08/24/2026

In order to qualify for a VA mortgage, you must meet minimum service requirements.

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1081 Camino Del Rio S
San Diego, CA
92108

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 3pm

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