Facet Wealth has a mission to make financial planning more affordable and accessible to the deputy sheriffs of San Diego. 

We offer financial planning made easy. Schedule a free consultation today.


 

DSA 2020 Financial Wellness Challenge

Read the rules here.

Deputy sheriffs are dedicated to serving and protecting local communities, but who watches out for you when it comes to your financial future?

 "The Deputy Sheriffs’ Association of San Diego County is committed to continuously supporting you and your family. We strongly believe our members deserve access to the best financial planners, so our members can achieve financial wellness and peace of mind. In our ongoing commitment to serve you, the board has partnered with Facet as our preferred financial planning partner to promote well-being for all 2,500 of our deputy sheriffs.

The Board of Directors and I fully endorse the selection of Facet as our preferred partner and look forward to making an introduction to their team. We encourage you to set-up some time to discuss how they can help you plan for your financial future."

– David Leonhardi

Mentioned On:

Mentioned On: NBC News, Barron's, Yahoo! Finance & Fortune

We are way more than asset management

Though we do that, too. We believe that a healthy relationship with your finances starts with a deeper understanding of them. Through this, you will develop long-term financial well-being.

We work around your schedule

We know that life is busy, so we meet you where you are, when you need us. You will have access to your advisor at a time and place that works for you via video conferencing.

We charge a low, flat fee

We charge a low, flat fee based on the complexity of your finances, not your assets under management. There are no hidden fees, and the price doesn't increase when your assets do.

We are human-first

You will work one-on-one with your dedicated financial planner, who is always a CFP® Professional and is never incentivized to sell products. There are no call centers and no robots..

 

Financial Wellness Challange

Get your finances in order and enter for a chance to win a YETI cooler or $200 Visa gift card! Sounds like a win, win to us.

Schedule your complimentary financial call with Facet by February 29th to automatically be entered into the new years drawing.

Rules and Regulations:

  • One entry per person
  • Spouses may be included on your calls
  • Calls must be scheduled with Facet by 2.29.20 (8pm) to be eligible to win
  • Calls must be completed before 3.20.20 (8pm) to be eligible to win
  • Drawings will be random
  • Drawing will be held on 3.21.20. Winners will be contacted through email.

 

Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser located in Baltimore, Maryland. Intended for the recipient only. Distribution to other parties is prohibited. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Used for Marketing & Advertising purposes only.

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509 S. Exeter Street, Ste. 202
Baltimore, MD 21202

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