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.

Schedule Your Free Consultation Here!

  • Foundational Financial Planning for Students and Young Adults
  • General Retirement Planning
  • Foundational Financial Planning for New Parents
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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.

Join Us On Our Mission!

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.

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Brian Maryott

President/Founding Board Member
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Diana Torres Powell

Executive Director
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Tom Garcia

Board Member
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George Peppas

Board Member
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Daniel Lehman

Board Member