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At Pinnacle Planning, we value open communication with our clients. Whether you have questions about our services, need assistance with your financial planning, or want to schedule a consultation, we're here to help. Our dedicated team of financial professionals is committed to providing personalized support tailored to your unique needs. We look forward to hearing from you and guiding you towards financial success.

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9915 Mira Mesa Blvd Ste 110
San Diego, CA 92131
Phone:

(858) 731-3159
www.pinnacle-planning.com •

Lincoln Investment and Capital Analysts Form CRS

Brian is an independent contractor offering advisory services through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com. Pinnacle Planning and the above firms are independent and non-affiliated.This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful.