The Team

McNaughton Financial Management

We work with our clients to design a personal financial plan around their life goals. This strategy focuses on helping you feel more prepared to manage your financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners.

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Advisors

Patrick Mc Naughton II

Patrick Mc Naughton II

Financial Advisor


patrick.j.mcnaughton@ampf.com

858.207.3959

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Designations

CFP®, MSFS, ChFC®, CLU®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

American College, Master of Science in Financial Services, SDSU, Bachelor of Science in Financial Services
CA Insurance #0D27145

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Staff

Jennifer Matthews

Jennifer Matthews

Client Service Manager

Paraplanner


858.207.3959 Ext. 2

jennifer.matthews@ampf.com

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Qualifications

  • Series 7, Series 66, Life, Accident & Health

Roles & Responsibilities

  • Jennifer is the Transaction and Account Services Specialist for the practice.
Jessica Roland

Jessica Roland

Financial Planning Assistant


858.207.3959 Ext. 5

jessica.roland@ampf.com

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Roles & Responsibilities

  • Jessica helps the practice prepare for Financial Planning Reviews and with any follow up analysis needed.
Sarah Gelfarb

Sarah Gelfarb

Executive Assistant

Operations Manager


858.207.3959 Ext. 3

Sarah.gelfarb@ampf.com

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Roles & Responsibilities

  • Sarah is responsible for the operations of the practice. She performs scheduling, meeting preparation, business processing, and manages the day to day operations of the practice.

Office Detail

Hours:
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 4:30 p.m.
8 a.m. - 3 p.m.

Please call ahead to make an appointment. Hours may vary.