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4700 Spring Street
Suite 308 
La Mesa, CA 91942

619.303.0080

Team

Our team was established in the mid 1980’s when Sam Lipman, father to Beth Westburg & Laurie Lipman, left a traditional classroom teaching position to work in the financial industry, educating people on their financial goals and dreams.   In an effort to help his clients have the best advisors possible, Sam asked Beth and Laurie to use their banking and finance knowledge to work with him at his growing financial planning practice.  He wanted to retire knowing his clients would continue to be educated with all their financial needs.  Beth joined Sam in 1998 and Laurie made the move a few years later.   When Sam retired in 2003 he proudly boasted that his clients were in good and capable hands.  


In 2014 we hired Jen Zertuche as our Office Manager/ Administrative Assistant extraordinaire.   She has extensive experience working with clients and running an office.  Nicole Sargent joined us in 2015 us as our Insurance Specialist and is assisting us with all our insurance needs as she continues to work towards her security licences to become a full service financial advisor. 

 

Beth is a San Diego native and graduated from San Diego State University with a degree in Finance. She has worked in a variety of financial positions including commercial and private lending banker (San Diego Trust and Savings Bank,...

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For 15 years, Laurie has been a financial advisor in the San Diego/La Mesa area helping people pursue their financial planning goals, by providing advice on Investment, Insurance, Retirement, Estate, and Education Savings. Working with...

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Nicole Sargent

Financial Planning Coordinator

619.303.0080

619.741.8668

Nicole was drawn to financial planning by her desire to have a greater impact on the lives of individuals and families. She graduated from California State University San Marcos and started her career in corporate banking. After years...

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Jen Zertuche

Manager of Everything Operational

619.303.0080

619.741.8668