Speaker, Author, Retirement Industry Thought Leader, Mentor

Lance Pelky's biography paints a vivid picture of a seasoned financial planner, speaker, author, and influential figure in the retirement industry. With an impressive 30 years of experience in the financial services field, Lance emerges as a go-to expert for retirement planning, offering not only knowledge but also a reputation for providing clear, practical answers and effective strategies.

Lance's specialization in "retirement distribution and taxation planning" signifies his adeptness at devising comprehensive plans that ensure a steady income stream during retirement, while also adhering to regulations and potentially minimizing tax liabilities.

Beyond his technical proficiency, Lance's diverse background, which encompasses stints in hospitality and radio and television production, enriches his approach to financial planning. Having faced diverse challenges and witnessed the profound impact of life choices on individuals, he brings a holistic perspective to his advisory role.

Educationally, Lance is a graduate of the University of San Diego and holds an impressive array of designations including the 7, 63, and 65 designations through LPL Financial, along with life and annuity licenses in multiple states. His commitment to education extends to teaching college-level classes at prestigious institutions like National University and Chapman University. His media presence, highlighted by guest appearances on TV and radio, underscores his ability to effectively communicate complex financial concepts to broader audiences.

Lance's insights have garnered recognition in reputable financial publications such as the Wall Street Journal and the Tokyo Times, solidifying his status as a noteworthy speaker and thought leader in the industry. Beyond his professional accomplishments, Lance demonstrates an active engagement in community initiatives, exemplified by his involvement in the San Diego State Mentor Program and past board membership in the Girl Scouts of San Diego.

The biography also highlights Lance's multifaceted personal interests. His love for travel and classic cars, particularly his 1970 Dodge Challenger, offers a glimpse into his vibrant life outside the office. Central to his personal joy is his family, notably his wife of 38 years, Eileen, who serves as a heartwarming inspiration with her baking skills. Lance's two adult daughters, Mara and Madison, contribute not only to his happiness but also to his perspective on appreciating life's nuances. His affection for his hairless cat showcases his nurturing side.

In summary, Lance Pelky's biography encapsulates a financial planner and retirement industry leader who blends technical proficiency with a wealth of experiences. His approachable demeanor, a knack for simplifying complex financial concepts, and commitment to helping individuals secure their financial futures make him a standout figure in the field.

 Put that experience to work for you and your family today.

Meet Maribell, the beating heart of our financial planning firm for over 22 incredible years. Maribell's journey within our organization is a testament to her dedication and growth mindset. Starting as a friendly receptionist, she has gracefully risen through the ranks to proudly hold the position of office manager today.

A warm smile is Maribell's trademark, greeting everyone who crosses our threshold with genuine warmth and enthusiasm. Her remarkable ability to anticipate and fulfill your needs in record time is unparalleled. With Maribell at the helm, you're always assured that your requests will be met with efficiency and a touch of personal care.

Beyond her role as an office manager, Maribell's passions paint a vibrant picture of her personality. Her love for her cherished family is evident in her commitment to fostering a harmonious work environment. When she's not orchestrating seamless office operations, you'll likely find Maribell exploring the great outdoors through hiking adventures, accompanied by her loyal canine companion. And let's not forget her culinary prowess – Maribell's culinary creations are a delight to the senses and a testament to her creativity.

Maribell's journey from receptionist to office manager is a story of dedication, hard work, and unwavering commitment to providing the best experience for everyone she encounters. Her ability to balance professionalism with approachability makes her an indispensable pillar of our financial planning firm. With Maribell around, you're not just a client; you're part of our extended family.