Well-Traveled Wealth

February is a special month at Well-Traveled Wealth as we have a few birthdays to celebrate this month! The first celebration of the month is this sweet little girl! Happiest of birthdays to our Office Manager Emily’s daughter Hayley! Today she turns the big ONE! Isn’t she the cutest? #welltraveledwealth #firstbirthdaywishes

The Well-Traveled Wealth team had a productive day reconnecting and planning during our 2021 annual meeting. Cheers to a successful year ahead as we continue to embrace change and strive to provide the best service to our clients! #welltraveledwealth

How can simple changes in your mindset and habits have a significant impact on your overall financial picture? Becoming aware of what your financials look like is sometimes the most important step. Check out this quick read on some ideas on how to start 2021 on the right foot and how to maintain a strong spending plan for the rest of the year. #welltraveledwealth

With so many changes happening in the world today and perhaps in your personal life, now might be the perfect time to set up a meeting with your financial professional to see how these changes could impact your financial future. Give us a call for a financial check up today! #welltraveledwealth

Looking for some socially distanced, family friendly Halloween activities? Here is a helpful guide to events open this month for a safe and fun Halloween in San Diego! Enjoy your weekend! #welltraveledwealth

Do you know these three personal finance sayings? Don’t make these common mistakes and make better choices! #welltraveledwealth

With so many fires burning across the West Coast, we wanted to show our appreciation and support of the tireless efforts of all firefighters and first responders. A special shout out goes to our Co-Founder Todd Beckmann’s brother Chad Beckmann - who is a Captain for CalFire and is currently on day 10 of a 33 day shift to save lives and property. Thank you for all you do! #welltraveledwealth #CalFire

On National Daughters Day and every day, we celebrate our beautiful, strong, sweet, happy daughters. Myla and M’khai are excited that Hayley has joined our team! Cheers to all the daughters out there! Yesenia Beckmann Todd Beckmann Emily Dores Joyce Claudia Herrera #welltraveledwealth

We have a big announcement! Click on our Blog post below to read more about it!

Today was the kick off to Kestra Financial’s 2020 Leadership Summit. We are proud to be represented by Todd at this years conference. After a great session led by the executive team, Todd is finishing off the first day with a virtual cooking class led by celebrity chef Amanda Freitag. He is looking forward to sharing ideas with industry leaders throughout the country. Todd proved to be quite the chef and cooked some delicious gnocchi. Myla was a fan!

We are so lucky to be able to work side by side with strong, smart, successful women. Today, we’re taking the time to say just how fortunate we feel to have such amazing women on our team! Every women’s success should be an inspiration to another. We’re strongest when we cheer each other on. - Serena Williams #welltraveledwealth #empoweredwomenempowerwomen... #womensupportingwomen #womeninbusiness : Ashley Strong Photography

Understanding the cycle of investing may help you avoid easy pitfalls. Don’t make the same mistakes many have made. Call our team for sound financial advice through the ups and downs of the market and your financial journey. #welltraveledwealth

Today marks 19 years since the September 11th attacks. We reflect upon this day in history with an abundance of love and respect, and we honor all those who lost their lives. If we learn nothing else from this tragedy, we learn that life is short and there is no time for hate. - Sandy Dahl, wife of Flight 93 pilot Jason Dahl #welltraveledwealth

As California natives, we understand how devastating fire season can be. Our thoughts are with all of those that are currently being affected by the wildfires on the West Coast. We hope everyone is staying safe. Thank you to all the firefighters who fearlessly work hard to put out the fires during this time, we appreciate all of your efforts in keeping everyone safe! #welltraveledwealth

This Labor Day, Well-Traveled Wealth pays tribute to our American workers and their contributions and achievements. Now, more than ever, we thank you for your hard work! #welltraveledwealth

We are all looking forward to the day when we can resume our travel. Where will your first vacation be when we can travel safely again? #welltraveledwealth