The Team

McNaughton Wealth Management

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Our Advisors

Patrick Mc Naughton II

Patrick Mc Naughton II

Private Wealth Advisor

More about me...

Contact

patrick.j.mcnaughton@ampf.com

858.207.3959

Designations

CFP®, MSFS, RICP®, ChFC®, AWMA®

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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Jennifer Matthews

Jennifer Matthews

Financial Advisor

More about me...

Contact

jennifer.matthews@ampf.com

858.207.3959

Designations

CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
CA Insurance #0I90993

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Our Staff

Sarah Gelfarb

Sarah Gelfarb

Client Relationship Manager

Operations Director

More about me...

Contact

sarah.gelfarb@ampf.com

858.207.3959 Ext. 3

Qualifications

  • CA Insurance Lisence # 0K84428