Independent wealth management firm at 1013 Park Pl, Coronado, CA 92118, founded in 2010 by Jane Braun — a Coronado resident of 40-plus years and CFP® with a master's degree in financial planning and taxation from San Diego State University. Named a 2025 Forbes Top Women Best-in-State Wealth Advisor, Jane is joined by daughter Sheila (a former PricewaterhouseCoopers mergers and acquisitions tax director) and daughter-in-law Kelly (a CFP® and Certified Plan Fiduciary Advisor). The family team provides tax-smart wealth management strategies for individuals, families, and businesses, with a focus on retirement, estate, and college planning. Jane served three years as president of the Coronado Historical Association and sits on the Sharp Coronado Hospital Foundation Executive Committee. For other Coronado-based fee-only advisors, WealthChoice specializes in women executives and Orion Capital Management focuses on high-net-worth investment management.