Your trusted advisors for steady, long-term strategies.

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Charlie Gillespie, CWS, AIF®

Principal & Financial Advisor

As Principal and Financial Advisor of Litton Financial, LLC, Mr. Gillespie works directly with affluent clients creating, implementing, and monitoring their financial plan. In the industry since 2005, he utilizes his financial expertise to help families and business owners reduce income taxes, create and preserve personal wealth, and maximize the transition of assets to future generations.

William Litton CFP®

Founder & Financial Advisor

As the Founder of Litton Financial, LLC, Mr. Litton has established a reputation for identifying integral strategies to assist high net worth clients in achieving their goals. After 32 years in the industry, his comprehensive financial planning contributions have stretched across families for generations.

Mr. Litton continues to work closely with clients between La Jolla, CA and his office on the Nevada side of beautiful Lake Tahoe.

 

Adam Financial Advisor San Diego

Adam Brown, AIF®

Financial Advisor

Adam began his career with Litton Financial, LLC, in 2006 specializing in preparing clients to enjoy a sustainable income during retirement. He designs and implements each plan advising clients on a broad range of wealth and investment management solutions. Mr. Brown takes great pride in his profession being diligent in the guidance he provides his clients with an unbiased, objective viewpoint.

Tyler Stearns CFP®

Financial Planning Manager

Vanessa Merten

Service & Operations Manager

Christina Mitchell

Chief Compliance Officer

Justin Ruttke

Client Service

Angelica Hicks

Client Service

Paige Hansen

Receptionist
Call us

Reach us via phone at
858-546-1247
Monday - Friday, 8am - 5pm

Email us

Reach us via email at
plan@littonfinancial.com,
and we’ll get back soon.

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