Financial Consultant
4275 Executive Square Suite 400 La Jolla, CA 92037
Today: 8:00 AM to 5:00 PM
We can help you preserve & improve your quality of life, guard your assets, help you leave a legacy, and protect your loved ones after you are gone. CA License: 0M23240.
Best of the BEST by jwerning3043 on 9/13/2018
out of 5 starsLatham, JD and Nafis of Legacy Designs Financial are great to work with! Financial and insurance products can stress me out, but they took the time to get to know me and helped educate me on a multitude of products that best fit my financial goals. The entire LDF team is very friendly and they put my fears at ease. I look forward to my quarterly progress meetings with LDF. Thanks for everything!
Hands down, the BEST! by fadeawave on 9/11/2018
out of 5 starsMoney, savings, finances, budgeting.. these kind of things give me the worst anxiety, and I put it off for way longer than I should have. I could not be happier with how LDF catered to my specific needs / wants, and I sleep better at night knowing my family and I are protected.
Knowledgable, Thourough, Ethical by Michael on 9/10/2018
out of 5 starsI wasn’t sure what a financial consultation really entailed. I met Latham at a dog park and told him I knew I needed to take action but didn’t know where to begin. I told him I had money in savings and was ready to give it to him to help with my future planning, but he told me he didn’t want my money, that I should instead come in and meet with the team so they could better understand my goals so as to figure out which financial tools would be the best for me. I appreciate now that they didn’t just take my money and took the time to understand my life and goals. They spent hours with me asking questions about my quality of life, goals, and really helped educate me on a lot that I didn’t even know existed when it came to financial planning. I’ve taken their advice and look forward to our quarterly progress meetings. Thanks, LDF!
Copyright 2026 EZlocal.com, Inc. All Rights Reserved.