Broker Check

Plan for Tomorrow - La Jolla, CA

 

Team

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Meet our team, based in San Diego, California:

 
W. Gary Stemple is the founder of Plan For Tomorrow, a registered representative with broker-dealer Lincoln Financial Advisors Corp., and an investment advisor representative with Sagemark Consulting, a division of Lincoln Financial...

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Carolyn Forte

Business Operations Manager

858.550.2847

858.552.1023

Carolyn Forte is the Business Operations Manager for the San Diego Sagemark office and is a FINRA registered principal.

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Laura Hempton is an Administrative Assistant at Plan For Tomorrow. She is a San Diego native and currently a student enrolled with Bryant University to become a CERTIFIED FINANCIAL PLANNER™ certificant.

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Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

(858) 550-2847

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

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Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

(858) 550-2847

Listed in numerous sections and editions of Who’s Who (including Who’s Who in American Law and Who’s Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...

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I have been in client services for over 25 years: Majority of my experience came from working as an Executive/Operations Assistant for Financial Planners since 2000...

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