M. Felicia Corbett, CEPA has over 20 years of experience in the financial services industry and is the owner of Corbett Capital Financial Wellness Solutions. She is also affiliated with the Retirement Strategies Group and Best Practices of America. Felicia thoroughly enjoys analyzing and understanding the big picture so that she can be certain that all aspects of her client's financial life are coordinated effectively.
Helping clients through all stages of life to develop a plan so that when a life event occurs you can be prepared.
We help clients with everything from budgeting for debt or a major purchase to accumulation and tax planning, and long term care options to 529 plans. Corbett Capital Financial Wellness Solutions also specializes in helping women recovering from divorce of the death of a loved one manage their finances, often for the first time.
Here are just a few ways that we can help you reach your financial goals:
Financial Planning
Planning for the future, so that when a life event occurs, you are prepared.
Women & Investing
Helping women recovering from divorce or the death of a loved one manage their finances.
Exit Planning
Dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.
Long-Term Care
We help you prepare for the future of natural aging, and plan for insurance in the event of disease or injury.
Our priority is helping you take care of yourself and your family. This website is filled with educational videos, articles, slideshows, and calculators designed to help you learn more about financial planning. When you're ready for a customized approach to your financial goals, please don't hesitate to get in touch to schedule a consultation.
Come meet us in person at an upcoming event! We curate a collection of events for all clients, whether they're interested in wellness events in the San Diego area, or want more information for exiting their business.
