Schedule an appointment

Meet with your Retirement Specialist.

Watch now or register

Register for webinars or watch an on-demand presentation to learn more about your plan.

Planning for retirement

For Advanced Retirement Planning, schedule time with the Retirement Resource Group or your Personal Retirement Consultant.

Retirement Specialists

Schedule a meeting or attend a workshop with your local Nationwide Retirement Specialist by sending us an email, and we'll respond within 1 business day. MeetARep@Nationwide.com. These are open to both active and retired employees.

Gina Ponce headshot

Gina Ponce (sí hablo español)

Phone: 619-964-6886
gina.ponce@nationwide.com
Represented Agencies: Assessor Recorder County Clerk, CAC, Child Support, County Counsel, District Attorney, Housing Community, HHSA, Public Defenders, SDCERA, Treasurer Tax Collector, Citizens' Law Enforcement Review Board
Martha Ocampo headshot

Martha Ocampo (sí hablo español)

Phone: 760-478-9403
martha.ocampo@nationwide.com
Represented Agencies: Agriculture, Weights & Measures, Air Pollution Control, Animal Services, Environmental Health and Quality, Environmental and Climate Justice, Fire Protection, General Services, Parks and Recreation, Planning and Development Services, Public Works, Purchasing & Contracting
Schedule an appointment
Hannah Zuilan headshot

Hannah Zuilan

Phone: 619-207-9163
h.zuilan@nationwide.com
Represented Agencies: Auditor & Controller, Courts, Crime Lab, Evaluation, Performance and Analytics, Human Resources, Labor Standards and Enforcement, Libraries, Medical Examiners, Office of Emergency Services, Probation, Registrar of Voters, Sheriffs

Personal Retirement Consultant

Contact your Personal Retirement Consultant for Financial Planning help.

Cathie Purdon

Cathie Purdon, CFP®

Phone: 619-770-0522
c.purdon@nationwide.com
Interactive Planning Questionnaire

Your Personal Retirement Consultant available through Nationwide, Cathie focuses on relationships with Deferred Compensation Plan participants who are nearing retirement. This is a no-cost service. She is a Certified Financial Planning Professional™ and a licensed financial representative, and can give you extra assistance to prepare for retirement. She is able to provide a personal and objective look at your retirement resources and compare it to your retirement needs. A more in-depth look at where you are at now may assist you in your decision making regarding your retirement savings and planning. She is available to answer your questions and provide education on Social Security, Health Care and Long Term Care Planning through the detailed Cash Flow Analysis that comes with each Retirement Income Plan. This financial service is separate and distinct from those offered through the County of San Diego Deferred Compensation Retirement Specialists. These services are available to any Plan participant – at no extra charge.

Next steps

To get started, complete this questionnaire, which will help us evaluate your total financial picture. Once completed, Cathie will review your questionnaire and give you a personal analysis. Cathie can help you understand many of the financial details about your retirement income. Our commitment to you is simple — we provide personalized financial services to help you make knowledgeable decisions up to, and throughout, your retirement. Remember, these services are available to you at no extra charge. Nationwide representatives cannot offer investment, tax or legal advice.

Email Cathie at c.purdon@nationwide.com to set up an introductory meeting.

Representatives do not offer investment advice.