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"An investment in knowledge pays the best interest." – Benjamin Franklin

Who We Are

Years of experience have prepared us to guide you through life's transitions.

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What We Do

We create strategies that are tailored to your needs and goals.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Experienced Professionals 

Our team of professionals have years of of experience in financial services. We can help you address your current and future needs. We look forward to working with you.

Rastrum Financial has been serving the San Diego community for more than two decades. Scott and his team of professionals explain the "whys" behind the planning process and help people gain clarity and confidence to pursue their long-term goals.

It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities.

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Personalized Experience

Our mission is simple: To learn more about you, understand your needs, wants, and goals as well as helping you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.

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