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Your Finances Are Personal 

Planning For Them Should Be Too.

Let's Talk

Offering Comprehensive, Fee-Based Financial Planning & Investment Management For Southern California & Beyond

We're Wollman Wealth Designs, Inc.
A team of friendly, experienced financial advisors with a dedication to bringing clarity and calmness to your financial picture.

Financial Planning Can Mean Different Things to Different People.

That’s Why We Focus on Your Life’s Bigger Picture By:

Helping you identify your financial priorities

Articulating your financial narrative

Identify your financial reality

Finding your unique path toward financial path through life

Keeping you financially focused throughout life’s changes

Our Mission:

Helping Manage Your Financial Affairs as if They Were Our Own.

Interested in Improving your Own Financial Fluency?

"Rewrite Your Financial Narrative" by Fred Wollman, CFP® Founder

Book jacket

Praise for "Rewrite Your Financial Narrative"

“Finally, something written in English for people who are really not interested in financial topics but know they should know more.”

— Brooke Kelley, Business coach and author, Kelley Group International

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