Broker Check

Thomas J. Dobransky & Associates - San Diego, California

Call Us: (858) 668-3038

 
My Mission. My Philosophy. My Approach. A Second Opinion.

Individuals

 

Largely serving individuals in the medical, science, and research fields, I offer a wide range of services aimed to help them build, protect, and preserve their wealth throughout life’s many stages.

Learn More

Women

 

Whether they’re divorced, widowed, single, or married, I work with women in all stages of life, with the goal of helping them feel empowered and confident in their financial decision making.

Learn More

Business Owners

 

Running a business and determining an appropriate retirement plan that meets the needs of employees isn’t easy. From offering fiduciary insight to objective advice, I help businesses succeed.

Learn More

The Pursuit of Financial Clarity and Confidence

 

Over the past 30 years, I have served a number of individuals, women, and business owners ranging in age, financial situation, and goals. While each and every client has their own unique needs and dreams, many face one, universal concern: confidently making financial decisions.

I am committed to taking the mystery and confusion out of investing and retirement planning strategies so my clients can focus on what they enjoy most in life. I believe that by offering ongoing education, customized strategies, and objective guidance, clients can feel more confident in their financial future.

Located in San Diego, California, I largely serve clients in La Jolla, Del Mar, Rancho Bernardo, Poway, and Rancho Santa Fe.

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

View all videos arrow