Financial & Tax Planning

Through planning you can have confidence, feel organized, and use freed up time to focus on what you enjoy. Financial planning is not a one-time event; it’s a process that adapts as your life changes.

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Investment Management

Build an investment portfolio using timeless principles. Keys to success include a disciplined approach and a diversified strategy aligned with your goals and values.

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Family Legacy Planning

How you optimize your time, talent, resources, and relationships influences generations to come. A focus on stewardship is designed to help families gain clarity and confidence for impactful, multi-generational planning.

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Thoughtful 3-Step Process


We learn about your family,
priorities and values.


We develop a plan and help
you put it in motion.


We monitor the plan and
adjust as your life changes.

What are the benefits of working with One Degree?


Speaking and Media

Looking for an inspiring financial leader at your next event?

We give presentations on creating an impactful legacy, retirement planning, managing your investments, business and family wealth transfer, and more. These topics are excellent for donors, community groups, church groups, or employees.

For more information, to schedule a speaker, or request an interview, contact our office at 619-282-3288 or email

Advanced notice of 45 days or more is appreciated. Please note that we may not be able to fulfill all requests. All presenters are Certified Financial Planners™.


This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.

Please contact One Degree Advisors, Inc. at 619.282.3288 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, One Degree Advisors, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a One Degree Advisors, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Janice Thompson - CA Life Insurance License #0B67613
Anthony Saffer - CA Life Insurance License #0C43243

Diversification does not guarantee a profit or protection from losses in a declining market.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

YouTube, Podcasts, and Social Media

All opinions expressed in these programs are for general informational and entertainment purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. These programs are only intended to provide information and education about the financial markets and financial planning strategies. To determine which investments may be appropriate for you, consult your financial advisor. One Degree Advisors does not offer tax or legal advice. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison purposes are unmanaged and cannot be invested into directly. As always, please remember that investing involves risk and possible loss of principal.