Everything we do is driven by the desire to put the client first. You deserve a financial plan that is personalized to your needs or opportunity—a winning combination that provides you with confidence and control over your financial future.
THE TEAM AT LANCE PELKY AND ASSOCIATES, INC. WILL:
LPL Financial Planner
(619) 282-2288 ext 104
With over 27 years of experience in the financial services industry, Lance Pelky is noted for his knowledge of all aspects of retirement. He’s the guy you need to know, the one you can go to for a clear, straight answer and an effective strategy. He often believes this expertise as “retirement distribution and taxation planning”; in plain English, that means Lance is experienced at creating a plan that will aim to provide income throughout retirement and do so in a way that complies with all the rules while minimizing taxes.
Lance brings much more than just technical expertise to the table His background includes wide experience in other industries including hospitality and radio and television production. He’s faced many challenges and has seen firsthand the impact a person’s choices—both negative and positive—can make on their life.
A graduate of the University of San Diego, Lance holds his 7,63, and 65 designations through LPL Financial as well as life and annuity licenses in numerous states. He has taught college level classes at National University and Chapman University; made guest appearances on television and radio; and been featured in financial and industry publications as well as the Wall Street Journal and the Tokyo Times. He is is noted speaker. Lance is actively involved in the San Diego State Mentor Program and is a former board member of Girl Scouts of San Diego.
Varied interests and passions are still part of Lance’s life outside the office. He loves cars—especially the 1970 Dodge Challenger—and continues to participate in broadcasting by producing and co-hosting a weekly radio show. Lance’s family brings him great joy and shapes his positive outlook. His wife of 35 years, Eileen, is a wonderful baker. Her warm and generous spirit inspires Lance to remind people that “baking is love.” Adult daughters Mara and Madison bring great joy and many lessons about appreciating life. And he does enjoy doting on his hairless cat.
(619) 282-2288 x109
Maribell has been with our firm for over 20 years. She is quick with a smile, and to help you get what you need in a hurry! Maribell enjoys hiking, walking her dog and cooking.
Virtual Admin for Lance Pelky
Wilbert is highly trained in the use of LPL systems and ready and eager to assist you. Wilbert's successful work history includes 10 years in the wholesale mortgage industry, assisting loan brokers with home purchase and refinance transactions. He was also a Probation Officer for 12 years, where he worked to rehabilitate both adult and juvenile offenders. Wilbert works remotely as an Administrative Support Specialist for Lance Pelky and Associates, Inc. Wilbert was born in Richmond, California. He lives with his wife, two sons and English Bulldog, Duke. He enjoys travel (Mazatlán is a favorite destination), brewing beer, sports, and spending time with his family.