Keith Paglierani CFP, AAMS

Keith Paglierani CFP, AAMS Financial Advisor
The Financial Planning & Investment Group

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Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
03/26/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibili...
03/19/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’...
03/12/2026

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach ...
03/05/2026

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become ...
02/19/2026

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact me to learn more.

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelera...
02/05/2026

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk a...
01/23/2026

Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and kee...
01/08/2026

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and keep your money working harder for you. Contact me today to learn more.

Did your parents ever talk to you about money? Ameriprise research reveals today’s parents do, helping kids prepare for ...
01/07/2026

Did your parents ever talk to you about money?

Ameriprise research reveals today’s parents do, helping kids prepare for college and student loan debt

I can help you and your child prepare financially for life after graduation.

01/01/2026

Happy New Year! I wish you a happy and prosperous year ahead.

Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of t...
12/10/2025

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

Address

San Diego, CA

Opening Hours

Monday 8:30am - 5am
Tuesday 8:30am - 5am
Wednesday 8:30am - 5am
Thursday 8:30am - 5am
Friday 8:30am - 5am

Telephone

+18584904288

Website

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