San Diego, CA December 10th, 2020 - Today we are excited to announce that Todd Beckmann, Partner and Financial Advisor at Well-Traveled Wealth, has earned the CERTIFIED FINANCIAL PLANNER™ certification. About Well-Traveled Wealth...
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San Diego, CA — Well-Traveled Wealth is excited to announce the addition of a new team member, Emily Joyce. She joins the Well-Traveled Wealth staff as the Office Manager/Client Care Specialist, coming to the firm with nearly two...
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Thursday, May 21, 2020
With all of the changes that we are facing in our day to day lives, I wanted to take a moment to provide you with a brief message. Please watch the short message below.
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Saturday, May 2, 2020
This week marks the Two Year Anniversary of Well-Traveled Wealth.
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Wednesday, April 1, 2020
Five questions to help you maintain perspective Staying calm amid market turmoil is not easy, especially when the financial headlines are blaringwords such as panic and collapse. Your first instinct may be to abandon the markets, but...
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At Well-Traveled Wealth we believe that the best investment strategies come down to the ability to stick with it. It is tempting to want to react to the ups and downs of the stock market, but ultimately this will yield disastrous...
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San Diego, CA July 8th, 2019 – The Advisors at Well-Traveled Wealth are committed to continually expanding their education in an effort to offer the best possible guidance to their clients. Today we are excited to announce that...
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SAN DIEGO, CA – May 20, 2019 Well-Traveled Wealth announces the addition of two accomplished financial advisors. Arlene Dimitian and Claudia Herrera join the San Diego wealth management firm, founded by Todd and Yesenia Beckmann,...
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