Stirling Financial Group

Financial

About

Stirling Financial Group operates as a women-owned advisory practice from Symphony Towers at 750 B Street in downtown San Diego, offering fiduciary wealth management through Leeds Capital Group, LLC with securities cleared through LPL Financial (Member FINRA/SIPC). The firm manages approximately $180 million in assets across retirement, business-succession, and estate-planning strategies, incorporating local banking relationships with institutions such as Cabrillo Credit Union for client cash management and short-term liquidity needs. The lead advisor holds California Insurance License #0E49838 and was recognized among the San Diego Business Journal's 2022 Latino Leaders of Influence Top 50 for community engagement with the San Diego County Imperial Valley Hispanic Chamber. Education-funding analysis at the practice models 529 plan contribution strategies and financial aid positioning, calibrating tuition projections against institutions along the Fifth Avenue corridor including Southern States University. The firm's most complex engagements involve business-owner exit planning with buy-sell agreement funding through cross-purchase life insurance structures, coordinating entity valuation with IRC Section 2703 minority-interest and lack-of-marketability analyses for closely held companies.

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