Celebrating 40 Years in 2022

In 1982, Superior Planning was born. Over time we have become known as one of San Diego’s premier family office providers. We look forward to another 40 years of helping our clients manage and grow their families’ love, wisdom, and money.

Every family is unique, as is their place on their family wealth journey.  Every family’s situation is different, as are their values, visions, and goals. Superior Planning has developed an array of plans and programs to meet the demands of these family-specific challenges.  Designed to overcome the most common life event challenges, each can be tailored to meet the needs of the most complex family matters.