Covey & Covey Brookstreet

Our Story Begins

At Covey & Covey, we have been dedicated to providing expert financial planning services to the greater San Diego area for over 39 years. Our founder, Kathleen Covey, CFP, has been helping families, couples, and individuals navigate the complexities of financial planning, investments, and retirement. With a background in education, Kathleen has a unique approach to financial planning, focusing on education, communication, and care. Our clients stay with us throughout every stage of life because we've worked hard to build a foundation of trust, education, and communication.

Our Mission

Our mission is to help our clients achieve their financial goals and prepare for a secure retirement. We believe that financial planning is more than just making investments; it's about preparing for the joys of life as well as those unexpected events it can sometimes bring. We help our clients understand their financial options, create a personalized plan, and execute it with care and compassion.

Our Services

At Covey & Covey, we offer a wide range of financial planning services, including:

• Retirement planning
• Investment management
• Financial planning for baby boomers
• 401(k) rollovers
• Estate planning
• Long-term care planning
• Disability planning
• Life insurance planning

Our team takes a holistic approach to financial planning, considering our clients' unique needs, goals, and values. We believe that everyone deserves a personalized financial plan, and we work closely with our clients to create a tailored strategy that meets their needs.

Who We Are

Kathleen Covey, CFP, is our founder and principal advisor. With nearly four decades of experience in the financial industry, Kathleen has earned a reputation for her expertise, compassion, and dedication to her clients. She has served on the boards of several local organizations and has been a featured speaker at financial planning seminars.

Why Choose Us

At Covey & Covey, we are dedicated to helping our clients achieve their financial goals. We take a caring and compassionate approach to financial planning, understanding that every client is unique and deserves personalized attention. Our goal is to help our clients thrive throughout retirement, not just survive.