About Us

Who We Are

Margot has over twenty years of experience in the financial industry. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She also has a Master’s Degree in Financial Planning from San Diego State University.

Before focusing on personal financial planning, Margot was an audit manager at PriceWaterhouseCoopers, one of the largest international accounting and auditing firms. She subsequently spent a number of years in corporate international finance at Science Applications International Corporation (SAIC).

Margot is the owner and principal of Dorn Financial.  She has been a financial planner since 2004 both at Dorn Financial and at a San Diego fee-only financial planning and investment management firm.

Margot is a member of:

The Garrett Planning Network, Inc., an international network of hourly, as-needed financial advisers.
• The Financial Planning Association (FPA), the largest organization of professionals dedicated to championing the financial planning process.
The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors.

Contact Margot now to schedule a complimentary Get Acquainted meeting.