Janice Thompson, CFP®, MSFS  – CEO

As the CEO and a Financial Advisor for One Degree Advisors, Janice is passionate about assisting financially blessed families with holistic life coaching and wealth transfer planning, working with business owners, and addressing the unique needs of women going through transitions.

 

Janice can actually trace her interest in all things financial to an early childhood memory. After years of teaching financial basics, she began to focus on a professional career in the industry in 1993. During the next decade she launched her practice, Strategic Financial Solutions, Inc. In 2014 she merged her practice with Audrey Coleman of Coleman & Johnson Financial Advisors and together they formed One Degree Advisors, Inc.

 

Janice holds a Master’s Degree in Financial Services and is a CERTIFIED FINANCIAL PLANNER™. She also serves on the Board of Directors for Kingdom Advisors.

 

 

GETTING TO KNOW JANICE:

 

One thing I want clients to know:

You make a living by what you get, but you make a life by what you give.

 

Where you can find me outside the office:

With my family, at the beach, helping with ministerial work, bike riding, or reading. My two adult children continue to add grandbabies in our life, keeping my husband, Tom, and I busy!

 

What is on my bucket list:

White water rafting and a river cruise.

 

Audrey Coleman, CFP®, AIF®  – PRESIDENT

As the President and a Financial Advisor for One Degree Advisors, Audrey enjoys guiding clients through retirement with unique giving and estate planning strategies that she has learned through years of experience.

 

Audrey began a career in financial services in the mid 80’s when the industry was developing new services to keep pace with a rapidly changing economy. She helped clients at Bank of America understand changes in the tax law and banking options for retirement savings. She then continued her career with John Hancock Companies and CIGNA Financial Services. In 2001, she formed Coleman & Johnson Financial Advisors with Roy Johnson providing financial planning and wealth management for retirees. In 2014, she merged her practice with Janice Thompson and jointly they formed One Degree Advisors.

 

Audrey earned the Certified Financial Planner™ certification from the College for Financial Planning and is an Accredited Investment Fiduciary®*. She is also an active Rotarian, member of the San Diego Women’s Foundation and San Diego Chapter of the Financial Planning Association.

 

*AIF – The Accredited Fiduciary Standard of Care applies to advisory services only

Anthony Saffer, CFP®  – VP / Financial Advisor

As the Vice President and a Financial Advisor at One Degree Advisors, Anthony helps clients achieve their goals and make an impact with their wealth.

 

Anthony knew he wanted to work in the financial world once he had a taste of investing and working toward personal goals at a young age. Since 1999, Anthony has focused his career on simplifying complex matters through the financial planning process. He teamed with Audrey Coleman in 2006 and then the One Degree team in 2014.

 

Anthony holds a Business Economics degree from the University of San Diego and is a CERTIFIED FINANCIAL PLANNER™. He is also the author of Principled Prosperity where he writes columns providing clear advice in a complicated financial world.

 

 

GETTING TO KNOW ANTHONY:

 

One thing I want clients to know:

Advantage belongs to the diligent, not the hasty.

 

Where you can find me outside the office:

At a soccer field coaching my daughter or watching my boys.

 

What is on my bucket list:

Travel to Israel with my wife, Robin.

 

Jody Thomason, CFP®  – Financial Advisor

As a Financial Advisor at One Degree Advisors, Jody helps clients and institutions in the selection, management, and implementation of investments.

 

Since 1977, Jody has helped clients weather tough markets and develop strategies to accomplish their goals. Prior to becoming an advisor, he spent nineteen years in commercial banking, most recently as President and CEO of a regional bank. In addition to advising, Jody has authored numerous published articles and has given lectures covering investments and banking.

 

Jody earned his degree at the Pacific Coast Banking School at University of Washington and completed the University of Southern California Financial Planning program. Jody has earned the CERTIFIED FINANCIAL PLANNER™ certification and is a credentialed instructor in the areas of finance for the California Community College System and the American Institute of Banking.

 

 

GETTING TO KNOW JODY:

 

One thing I want clients to know:

It’s never too early to plan and save for retirement. Time passes so quickly.

 

Where you can find me outside the office:

Spending time with my wife, Mona, our 3 children and 14 grandchildren; charitable activities with my friends at Kingdom Partners, World Help and golfing!

 

What is on my bucket list:

We’ve been blessed to have done so many of the things we’ve wanted to do but hope someday to attend our grandchildren’s college graduations and weddings.

Alex Okugawa  – Advisor Support Specialist

As the Advisor Support Specialist at One Degree Advisors, Alex is involved in assisting advisors with the development and analysis of financial plans, preparing for client reviews, and is a member of the investment committee.

 

After an internship with One Degree while in college, Alex found his true passion of helping people gain confidence in their financial lives and focusing on their unique priorities through holistic planning.

 

Alex graduated from the University of Redlands, earning a Bachelor of Science in Economics and a minor in Accounting and Mathematics. Alex also passed the CERTIFIED FINANCIAL PLANNER™ Exam and is a member of Kingdom Advisors.

 

 

GETTING TO KNOW ALEX:

 

One thing I want clients to know:

Focus on what you have control over by mastering your spending and saving diligently. Then make a plan and stick with it!

 

Where you can find me outside the office:

When I’m not spending time with family and friends you can find me working out, enjoying the beach, or hiking Torrey Pines with my wife, Sarah. Anything outdoors and active, I’m there!

 

What is on my bucket list:

Attend Game 7 of a World Series.

 

Jeff Luebe  – Client Services Manager

As the Client Services Manager at One Degree Advisors, Jeff is highly involved with clients on a day-to-day basis, ensuring processes are running smoothly and managing all things client service related.

 

Prior to joining One Degree Advisors, Jeff was a Trading Specialist at TD Ameritrade. He has spent a majority of his career in the financial world and has a unique background in financial planning which brings an advantage to serving clients.

 

 

GETTING TO KNOW JEFF:

 

One thing I want clients to know:

I went skydiving at the request of a friend.  It was a terrifying experience since I’m afraid of heights but overcoming the obstacle of fear was incredibly rewarding.

 

Where you can find me outside the office:

Enjoying all the fun activities in San Diego, such as hiking or going to the beach with my wife, PK and two boys, Landon and Daniel.

 

What is on my bucket list:

Take the family on a Disney Cruise vacation.

Angela De Palo  – Client Services Administrator

As the Client Services Administrator at One Degree Advisors, Angela is involved with opening, maintaining, and updating client accounts, along with other various client servicing needs.

 

Angela has a broad and diverse career, ranging from private university work, the Department of the Navy, the American Ballet and a large hotel corporation with resorts in the Caribbean. Prior to joining One Degree, she worked for Coleman and Johnson for many years.

 

 

GETTING TO KNOW ANGELA:

 

One thing I want clients to know:

Look for ways to help those in need. Soon your single act of kindness will flourish to become part of your daily routine for the benefit of others.

 

Where you can find me outside the office:

Cooking for people who enjoy eating, the theatre (stage and movie), and traveling. I also volunteer as a reading tutor at a local elementary school.

 

What is on my bucket list:

Just about anything and everything, I love trying new things!

Jill Schiller  – Office Manager

As the Office Manager at One Degree Advisors, Jill manages day-to-day operations of the company and ensures the client experience is top notch. Needless to say, she wears many hats to keep the office running efficiently!

 

Jill was a blessing to One Degree joining with over twenty-five years’ experience in Administration and Operations Management. Her career has spanned many industries from insurance, mortgage banking, marketing in the food services industry, as well as structured settlements and credit / collections.

 

 

GETTING TO KNOW JILL:

 

One thing I want clients to know:

Don’t be afraid to ask “Why?"  You may learn something and gain understanding about a point of view that could change your own.

 

Where you can find me outside the office:

Relaxing in my little garden, especially early in the morning when it’s quiet and peaceful.  When I’m not gardening, I love to escape in a really good book or kick back with a bowl of popcorn and a movie.

 

What is on my bucket list:

I want to travel through every state in the United States!

Affiliations

CFP® - CERTIFIED FINANCIAL PLANNER

The mission of the Certified Financial Planner Board of Standards Inc. (CFP® Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

 

KINGDOM ADVISORS

This membership organization is dedicated to expanding the knowledge and understanding of biblical financial wisdom so that Christian financial professionals are prepared to integrate these principles into their practices and client counsel.

 

FPA - FINANCIAL PLANNING ASSOCIATION

The FPA is the largest member organization of Certified Financial Planner (CFP® Board) practitioners, educators, and financial services professionals all of whom support high standards of competency and ethics in the financial services industry.

 

AIF® – ACCREDITED INVESTMENT FIDUCIARY

The AIF® designation is earned by individuals who have met the educational and experiential requirements which demonstrates thorough knowledge and ability to apply fiduciary practices.

8880 Rio San Diego Drive, 1000

San Diego, CA 92108

 

Phone : 619.282.3288

Fax : 619.280.9553

Cut through the noise and make confident financial decisions. Make an impact with your wealth.