Scripps Wealth Management

Specialties

Scripps Wealth Management is a San Diego accounting and wealth management firm that is dedicated to providing a range of comprehensive accounting services. Our team has been serving clients in San Diego and the surrounding areas since 1975; we want our clients to get the most out of their money when they visit us for business accounting, retirement planning, and wealth management services.

History

Established in 1975.

Scripps Wealth Management is headed by John M. Gergurich, Certified Financial Planner, Enrolled Agent, Chartered Retirement Planning Counselor, and Chartered Life Underwriter, who has spent over 14 years in the field. We employ associates who have experience in both finance and tax services, so you can leverage our unique expertise. The cohesive services provided by our multiple in-​office associates are designed to help you see your financial status from a unique perspective.

Meet the Business Owner

John M. G.

Business Owner

John has been in the tax and financial field since 2000. John specializes in a variety of solutions including financial planning, tax planning and preparation, investment management, estate and insurance planning. He uses his expertise to help achieve his clients goals. John earned his Bachelors of Science in Accountancy from National University. He holds FINRA Series 7 and 66 securities registrations and life and health insurance licenses in AZ and CA. John has also earned the presitigious CFP® certificate and is a practicing Certified Financial Planner™ professional. In addition, John has also achieved the CLU® — the Chartered Life Underwriter designation from the American College.