San Diego, California

Federal Retirement Planning in San Diego

The Navy's West Coast stronghold. Expert FERS retirement guidance for Naval Base San Diego, Camp Pendleton, and NAVWAR employees.

Service Areas in San Diego

Naval Base San Diego

32nd Street Naval Station, NAVWAR, Fleet Logistics Center

Camp Pendleton

Marine Corps Base, Oceanside, San Clemente, Camp Del Mar

Coronado

Naval Air Station North Island, Naval Amphibious Base, SEAL Training

Miramar

MCAS Miramar, Marine Corps 3rd Aircraft Wing, Scripps Ranch

Major Federal Employers We Serve

Navy & Marine Corps

  • Naval Base San Diego (32nd Street)
  • Marine Corps Base Camp Pendleton
  • Naval Air Station North Island
  • Naval Medical Center San Diego
  • Space and Naval Warfare (NAVWAR)

Defense & Research

  • SPAWAR Systems Center Pacific
  • Naval Information Warfare Center
  • Fleet Readiness Center Southwest
  • Naval Health Research Center
  • MCAS Miramar (3rd MAW)

Other Federal Agencies

  • VA San Diego Healthcare System
  • CBP San Ysidro Port of Entry
  • Border Patrol San Diego Sector
  • NOAA Southwest Fisheries
  • FBI San Diego Field Office

Upcoming Workshops

Virtual workshops available — attend from San Diego or anywhere in Southern California.

Getting to Our Workshops

All workshops are virtual via Zoom. Skip the I-5 and I-15 traffic.

From Naval Base San Diego

Join our virtual workshops during lunch or after shift. No need to leave the waterfront or fight downtown traffic.

From Camp Pendleton

Attend from home in Oceanside, Carlsbad, or Vista. Perfect for Marines and Navy civilians north of San Diego.

Virtual Option

All workshops delivered via Zoom. From Coronado to Miramar to Camp Pendleton, attend from anywhere in San Diego County.

Why San Diego Federal Employees Choose PlanWell

PlanWell Financial Planning

  • Certified Financial Planners (CFP®)
  • ChFEBC℠ Federal Benefits Specialists
  • Fee-Based Fiduciary
  • Free 3-Hour FERS Workshop
  • 22-Page Personalized Benefits Report
  • Navy & USMC Civilian Experience

Typical San Diego Advisors

  • General financial credentials only
  • Limited FERS understanding
  • Commission-based products
  • No federal-specific workshops
  • Military retirement focus, not FERS
  • Limited civilian employee experience

Frequently Asked Questions

Are there FERS retirement workshops for San Diego federal employees?

Yes. PlanWell offers free 3-hour virtual FERS retirement workshops that Naval Base San Diego, Camp Pendleton, NAVWAR, and VA San Diego employees can attend from anywhere in San Diego County. Sessions cover your FERS pension, TSP, FEHB, and survivor benefits.

Do you work with Navy and Marine Corps civilian employees in San Diego?

Absolutely. Our Certified Financial Planners hold the ChFEBC designation and have extensive experience with Navy and USMC civilian employees at Naval Base San Diego, Camp Pendleton, NAVWAR, and the Naval Medical Center. We understand the unique benefits for DoD civilians.

How is PlanWell different from San Diego financial advisors?

PlanWell advisors are fee-based fiduciaries who specialize exclusively in federal employee retirement. We provide a free 22-page personalized benefits report, unlike commission-based advisors near military bases who may focus on active-duty military rather than civilian FERS benefits.

Ready to Plan Your Federal Retirement?

Join San Diego federal employees who've taken control of their retirement with expert guidance.