Fee-based financial advisory and insurance services firm at 7979 Ivanhoe Ave Suite 420, La Jolla, CA 92037, on Ivanhoe Avenue in La Jolla Village. Keith Hamilton, CFP®, graduated from Oregon State University in 1984 with dual BS degrees in Accounting and Computer Science and has been a La Jolla resident and financial advisor ever since. The firm — now operating as Hamilton Manor & Associates — manages approximately $167 million in assets across 171 clients, with an average client account size of $978,000. Services include comprehensive financial planning, investment management, retirement planning, estate planning, employee benefits, life and disability insurance, fixed and variable annuities, and college funding. Nathan, VP and Chief Compliance Officer and a CFP®, co-leads the practice. For Medicare insurance guidance to complement retirement financial planning, My Senior Health Plan at 875 Prospect St provides free plan comparison. For CPA-level tax planning alongside financial advisory work, Tim Austgen CPA operates a short walk away at 888 Prospect St.