Best Financial Advisors in San Diego, CA

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List of Firms

San Diego, CA Fiduciary Financial Advisors

SEC File# 801-29274
CRD# 107672
5 out of 5
Location 12265 El Camino Real UNIT 300, San Diego, CA 92130, USA
Phone (858) 509-9500
Directions
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Financial Planning Consultants
5 out of 5
Location 1450 Frazee Rd Ste. 308, San Diego, CA 92108, USA
Phone (619) 291-7974
Directions
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Next Gen Financial Planning
5 out of 5
Location 2020 Camino Del Rio N Suite 215, San Diego, CA 92108, USA
Phone (619) 363-5187
Directions
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Bair Financial Planning
Location 7676 Hazard Center Dr #1050, San Diego, CA 92108, USA
Phone (619) 546-6160
Directions
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Copley Financial Group, Inc.
SEC File# 801-119967
CRD# 283070
5 out of 5
Location 2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA
Phone (619) 294-6008
Directions
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Bull Oak Capital
SEC File# 801-124736
CRD# 170325
5 out of 5
Location 4747 Executive Dr Suite 1010, San Diego, CA 92121, USA
Phone (858) 999-3550
Directions
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Pure Financial Advisors, LLC
SEC File# 801-70137
CRD# 144316
5 out of 5
Location 3131 Camino Del Rio N #1550, San Diego, CA 92108, USA
Phone (619) 814-4100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Premier Wealth Advisors, LLC
SEC File# 801-114445
CRD# 285510
Location 12531 High Bluff Dr #110, San Diego, CA 92130, USA
Phone (858) 668-0776
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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San Diego Wealth Management
5 out of 5
Location 6390 Greenwich Dr Suite 230, San Diego, CA 92122, USA
Phone (858) 270-7705
Directions
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EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
5 out of 5
Location 3655 Nobel Dr Suite 200, San Diego, CA 92122, USA
Phone (858) 622-9009
Directions
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North Financial Advisors LLC
Location 704 J St, San Diego, CA 92101, USA
Phone (929) 266-3757
Directions
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The Financial Planning & Investment Group
5 out of 5
Location 4455 Morena Blvd #215, San Diego, CA 92117, USA
Phone (858) 490-4288
Directions
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Jeff Fink - RBC Wealth Management Financial Advisor
Location 655 W Broadway Suite 1000, San Diego, CA 92101, USA
Phone (619) 699-7120
Directions
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San Diego Financial Advisor - Platt Wealth Management
SEC File# 801-113568
CRD# 297487
5 out of 5
Location 3838 Camino Del Rio N, San Diego, CA 92108, USA
Phone (619) 255-9554
Directions
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Sensible Financial Planning San Diego
SEC File# 801-64149
CRD# 120766
Location 3111 Camino Del Rio N #400, San Diego, CA 92108, USA
Phone (619) 573-4131
Directions
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Driven Wealth Management
5 out of 5
Location 2445 Poinsettia Dr, San Diego, CA 92106, USA
Phone (619) 630-0660
Directions
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Blake Gallion, CFP ®
5 out of 5
Location 12396 World Trade Dr UNIT 310, San Diego, CA 92128, USA
Phone (858) 805-1022
Directions
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Chisholm Financial Planning & Investments
Location 3550 Camino Del Rio N #207, San Diego, CA 92108, USA
Phone (619) 784-3114
Directions
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Define Financial
SEC File# 801-122024
CRD# 286648
5 out of 5
Location 12526 High Bluff Dr #238, San Diego, CA 92130, USA
Phone (858) 345-1197
Directions
Financial Advisors in San Diego, CA

Where Certified Financial Advisors in San Diego, CA Serve

San Diego, CA is a vibrant and diverse city located in Southern California, known for its beautiful beaches, thriving business scene, and rich cultural offerings. One of the city's most iconic landmarks is the San Diego Zoo, which is home to over 3,700 animals and is considered one of the best zoos in the world. Other notable landmarks include Balboa Park, with its stunning gardens and museums, as well as the USS Midway Museum, which showcases the history of naval aviation. In terms of top employers, San Diego is home to a number of major companies, including Qualcomm, UC San Diego Health, and the United States Navy. The city is also a hub for biotech and life sciences, with companies like Illumina and Thermo Fisher Scientific leading the way. When it comes to highways and streets, San Diego has a number of major thoroughfares that connect the city to surrounding areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of San Diego, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts, which allow individuals to deposit and withdraw money, pay bills, and earn interest on their balances. Many banks in San Diego also offer home loans and mortgage refinancing options, as the city's real estate market is thriving and constantly growing. Another unique service offered by banks in San Diego is assistance with international transactions, as the city is home to a large number of international businesses and residents. Overall, San Diego banks strive to provide personalized and convenient services to meet the diverse financial needs of the city's residents.

Insurance Broker

Residents of San Diego, CA can benefit greatly from the services of an insurance broker. With its sunny climate and proximity to the coast, San Diego is a popular destination for tourists and residents alike. However, this also means that the city is prone to natural disasters such as wildfires and flooding. An insurance broker can help residents of San Diego navigate the complex world of insurance policies and ensure that they have adequate coverage for these potential risks. Additionally, San Diego has a large military population, and insurance brokers can assist these individuals and their families with finding the right insurance policies to meet their unique needs. Overall, an insurance broker can provide valuable guidance and support to San Diego residents as they protect themselves and their assets.

Retirement Planning

Residents of San Diego, CA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized retirement plan that takes into account the high cost of living in San Diego. With its beautiful beaches, vibrant nightlife, and year-round pleasant weather, San Diego is a popular place to retire. However, the cost of housing, healthcare, and other expenses can be a challenge for retirees. A retirement planner can help residents of San Diego navigate these challenges by developing a plan that maximizes their retirement income, minimizes taxes, and ensures their financial security in the years ahead. Whether it's choosing the right investment options, optimizing Social Security benefits, or managing healthcare costs, a retirement planner can provide the guidance and support that San Diego residents need to enjoy a comfortable and worry-free retirement.

Wealth Management

Residents of San Diego, CA can greatly benefit from the services of a wealth manager. With the city's high cost of living and competitive job market, it can be difficult to navigate financial decisions and plan for the future. A wealth manager can help individuals and families create personalized investment strategies, manage their assets, and plan for retirement. Additionally, San Diego is home to a large military population, and a wealth manager can assist with unique financial challenges such as deployment and military benefits. By working with a wealth manager, San Diego residents can feel confident in their financial decisions and work towards achieving their long-term goals.

Mortgage Loan Officer

Residents of San Diego, CA can benefit from the services of a mortgage loan officer in a variety of ways. For one, San Diego is known for its high cost of living, particularly when it comes to housing. A mortgage loan officer can help residents navigate the complex world of home loans and find the best possible rates and terms for their specific financial situation. Additionally, San Diego is a popular destination for military families, and a mortgage loan officer can help these families take advantage of VA loans and other benefits that may be available to them. Whether residents are looking to buy their first home, refinance an existing mortgage, or invest in real estate, a knowledgeable and experienced mortgage loan officer can be an invaluable resource.

Tax Services

Residents of San Diego, CA can benefit from the expertise of a tax advisor in many ways. San Diego is a city with a diverse population, including a large number of military personnel and small business owners. A tax advisor can help military families navigate the complex tax laws related to their benefits and allowances. Small business owners can also benefit from the guidance of a tax advisor to ensure they are maximizing deductions and avoiding penalties. Additionally, San Diego is known for its high cost of living, and a tax advisor can help residents identify tax-saving strategies to offset these expenses. Overall, a tax advisor can provide valuable support and advice to San Diego residents seeking to optimize their financial situation.

Estate Planning Lawyer

Residents of San Diego, CA can benefit greatly from the services of an estate planning lawyer. Estate planning is the process of arranging for the management and distribution of one's assets after they pass away. In San Diego, where the cost of living is high, having a plan in place can ensure that loved ones are taken care of and that assets are distributed according to the individual's wishes. An estate planning lawyer can help with creating wills and trusts, establishing power of attorney, and minimizing tax liabilities. Additionally, San Diego has a large military population, and estate planning lawyers can assist with unique concerns such as military benefits and pensions. By working with an estate planning lawyer, residents of San Diego can have peace of mind knowing that their assets and loved ones are protected.

San Diego, CA Financial Resources

San Diego, CA Chamber of Commerce

https://sdchamber.org/

San Diego, CA City Hall

https://www.sandiego.gov/city-hall

San Diego, CA Public Library

https://www.sandiego.gov/public-library

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FAQs About Personal Financial Advisors in San Diego, CA