Financial Learning and Three Main Focus Areas
The best way to access our broad based instruction in any one of these areas, is to attend one of our regular workshops. If your immediate need is more urgent or specific however, we offer one on one consultation as well. Our goal is that you and your family approach our organization in the way that is most comfortable for you.
Foundational Financial Planning for Students and Young Adults
General Retirement Planning
Foundational Financial Planning for New Parents
Our Mission
Inspire and Help People Dream Big
By providing free access to financial planning information, resources, and guidance, we can help lift the financial weight of worry for people with low to moderate incomes. Financial knowledge is financial power, and nobody should have to go without the tools and resources they need to have financial peace of mind.
Our History
PLAN4it began as PLANit Kids in 2020. Founded by a long time Financial Planner and financial services industry executive, the organization began with a focus on lower income families and young adults. In early 2021 we opened our first office in the heart of downtown Oceanside, California. In 2023 we expanded our services to include individuals of all ages and in all stages of life. The organization was formally renamed PLAN4it. PLAN4it is a 501(c)3 and we operate exclusively on donations.
Meet The Team
Our leadership team is full of staff and board members who are passionate about delivering financial literacy and guidance to underserved families and communities.
Brian Maryott
Brian Maryott is a Certified Financial Planner ®, who has spent nearly three decades helping families and business owners save and grow their financial assets. Brian has also served as Mayor of San Juan Capistrano, where he resides with his wife Michele and their three children.
Diana Torres Powell
Originally from Nicaragua, Diana was raised both there and in Canada, she considers both countries her home. Diana has worked in the non-profit sector, for Make a Wish Foundation and as the in-house translator with Christian Foundation for Children and Aging in Nicaragua. Diana worked as a legal assistant for many years and also in the immigration industry.
Tom Garcia
Tom Garcia is an Army Veteran and long-time Oceanside resident. He has a long history of giving back to the community and a remarkable passion for helping veterans and veteran causes. A Will Hayes Lifetime Support of Veterans Award recipient in 2020, Tom currently serves as Treasurer of the Mt. Soledad National Veterans Memorial. He served nine years on the board of USO San Diego. He served four years as a member of the Nice Guys of San Diego. Tom is also an alum of the FBI Citizens Academy San Diego.
George Peppas
George has a passion for education and environmental awareness that has led to creating and co-founding a nonprofit, Project3R, focused on reducing, reusing and recycling waste. George has brought much needed cohesiveness to the San Juan Capistrano Chamber of Commerce as President & CEO since 2018. He has worked tirelessly to enhance the business environment and economic development of San Juan Capistrano while keeping the resident’s needs in mind.
Daniel Lehman
Daniel is a Marine Corps Veteran currently serving as Director of VA Lending and President of the “Lehman Group.” His team is made up of Veterans, Military Spouses, and others with a connection and passion for the people who serve or have served in the US Military. Daniel is the author of “The VA Home Loan Field Manual” and is regularly featured as a VA Home Loan expert in a variety of media outlets. Outside of the office, Daniel is very active in the San Diego Military and Veteran communities, serving on nonprofit boards and advocating for the financial education of San Diego County residents with a focus on youth, military, and veteran families.