JAMES R. LINGELBACH

CFP®, CHFC®, CLU®, CASL®, RICP®

Financial Services Representative | Financial Planner










CURO Financial
& Insurance Solutions, LLC


JAMES R. LINGELBACH
CFP®, CHFC®, CLU®, CASL®, RICP®
Financial Services Representative
CA. Insurance Lic.#0764473


"Helping clients discover intelligent and innovative solutions."

Since 1988, I have developed a practice to focus on Retirement Transitions. My goal is to help you make informative decisions in order to create clarity and provide direction for your financial future.

Helping clients with the retirement transition is the focus of my practice. I want you to spend your retirement years in financial freedom. I have spent 20 years giving seminars to retiring U.S. Naval Officers through SETAP and currently present seminars, to major Fortune 500 Companies, throughout Southern California. These seminars provide comprehensive retirement education that extends well beyond savings and investments. With today’s challenges, you must go beyond the concept of saving and accumulating enough money. With my experience and expertise I can assist you in turning assets into income, manage risk, not just money, and make the most of what you have. My clients need for a comprehensive retirement plan is a responsibility that I greatly value. Together, we’ll create a road map to take you where you want to be. 

Click here to view Jim's FIVE STAR Wealth Management Award

The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.

Click here to view Jim's Financial Planning Association Speech

Financial Planning Association of San Diego is the region’s premier resource for Financial Planners and those pursuing a career in financial planning. FPA San Diego is committed to bringing its members educational opportunities and industry specific resources unsurpassed by any other member association.

CURO Financial & Insurance Solutions, LLC  is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

 

California Insurance Licensing

James R. Lingelbach, Domiciled in CA. CA Insurance Lic. # 0764473

 

Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

More Calculators →

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,370.80 +0.18
Nasdaq Composite 6,461.32 +0.10
NYSE Composite 12,131.73 +0.17

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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Contact Information:

CURO Financial & Insurance Solutions, LLC

3131 Camino Del Rio North, Suite 1200
San Diego, CA 92108
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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