James R. Lingelbach CFP®, CHFC®, CLU®, CASL®, RICP®

Financial Planner
Financial Services Representative

(619) 641-3632 Fax: (619) 281-9253
CA Insurance License # 0764473 Domiciled in CA


Jim Lingelbach holds the following designations:



ChFC® Chartered Financial Consultant

CLU® Chartered Life Underwriter

CASL® Chartered Advisor for SeniorLiving

RICP® Retirement Income Certified










Jim has been in the financial services industry since 1988 and has developed his practice to provide written, objective, comprehensive financial plans through a collaborative effort between client and advisors enabling the customer to proactively create their financial lives with the highest probability of success.

Jim is also very involved in the financial planning industry. Since 2006 he has served on the board of directors for the San Diego chapter of the Financial Planning Association. In 2009, Jim was the President-Elect and continues to serve as President Emeritus.

During the 1990's, Jim provided comprehensive financial planning seminars to retiring U.S. Naval Officers monthly through the Senior Transition Assistance Program (SETAP)


 Jim's areas of concentration include:


Comprehensive Financial Planning


Tax Planning*


Estate Planning*


Tax-Sensitive Investment Analysis*


Business Continuation Planning


Additionally, Jim heads up all firm efforts to assist sole proprietors, partnerships, and corporations in establishing, maintaining, and funding tax-advantaged retirement plans, due to Jim's extensive experience in this area.  Programs that can be designed to weigh benefits toward the business owner are:


Profiting Sharing (age weighted, new comparability)



SEP/Simple IRA

Defined Benefit Plans





* Registered representatives do not provide tax and/or legal advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.