Best Financial Advisors in Encinitas, CA

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List of Firms

Encinitas, CA Fiduciary Financial Advisors

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Location 4405 Manchester Ave Suite #106, Encinitas, CA 92024, USA
Phone (800) 247-3272
Taiga Financial
Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1581
Wells Fargo Advisors
Location 276 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 944-1785
True Source Financial
Location 169 Saxony Rd, Encinitas, CA 92024, USA
Phone (760) 802-4226
Steve Van Houten
Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
Covey & Covey Financial Planning Services
Location 503 Forrest Bluff, Encinitas, CA 92024, USA
Phone (858) 653-4800
New Wave Investment LLC
Location 187 Calle Magdalena, Encinitas, CA 92024, USA
Phone (760) 753-6383
Solomon Wealth Management

5 out of 5

Location 531 Encinitas Blvd STE 200, Encinitas, CA 92024, USA
Phone (760) 436-1985
Crest Funding Group
Location 1042 N El Camino Real # B330, Encinitas, CA 92024, USA
Phone (760) 635-7755
Ward & Associates
SEC File# 801-55927
CRD# 107878
Location 511 Saxony Pl suite 101-w, Encinitas, CA 92024, USA
Phone (858) 759-5330
Triton Pacific Securities LLC
Location 700 Garden View Ct # 201K, Encinitas, CA 92024, USA
Phone (760) 479-0927
Abaco Asset Management LLC
Location 2236 Encinitas Blvd # B, Encinitas, CA 92024, USA
Phone (760) 943-8506
Longhouse Wealth Management

5 out of 5

Location 187 Calle Magdalena Suite 103, Encinitas, CA 92024, USA
Phone (760) 642-1100
Corporate Finance Consultants
Location 1421 Valleda Ln, Encinitas, CA 92024, USA
Phone (760) 436-2661
Precision Futures
Location 561 Saxony Pl, Encinitas, CA 92024, USA
Phone (760) 634-1070
CFS Lending
Location 315 S Coast Hwy 101 U-95, Encinitas, CA 92024, USA
Phone (800) 435-6136
Carla Campbell CPA CFP

5 out of 5

Location 285 N El Camino Real #215, Encinitas, CA 92024, USA
Phone (760) 487-5678
Wealth Management Associates, Inc.
SEC File# 801-79993
CRD# 117606
Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1582
Beacon Financial Management LLC
Location 533 2nd St #125, Encinitas, CA 92024, USA
Phone (760) 473-3335
Stone Steps Financial LLC

5 out of 5

Location 533 2nd St Suite 207, Encinitas, CA 92024, USA
Phone (760) 456-7147
Balser David
Location 2037 Countrywood Way, Encinitas, CA 92024, USA
Phone (760) 436-6139
LPL Financial
SEC File# 801-10970
CRD# 6413
Location Encinitas, CA 92024, USA
Phone (760) 634-1195
Blankinship & Foster Financial Advisors
SEC File# 801-35218
CRD# 104795
Location 420 Stevens Ave #250, Solana Beach, CA 92075, USA
Phone (858) 755-5166
Aloha Wealth Partners
Location 1166 Aloha Dr, Encinitas, CA 92024, USA
Phone (858) 354-7414
Vintage West Capital Management
SEC File# 801-79048
CRD# 170186
Location 160 Chesterfield Dr STE 102, Cardiff, CA 92007, USA
Phone (858) 397-5542
Cultivating Wealth
SEC File# 801-107270
CRD# 282447
Location 1700 Aviara Pkwy #130301, Carlsbad, CA 92013, USA
Phone (760) 933-7526
Summit Settlement Services
Location 654 Shanas Ln, Encinitas, CA 92024, USA
Phone (760) 944-0022
20/20 Financial Advisers

5 out of 5

Location 2041 San Elijo Ave, Cardiff, CA 92007, USA
Phone (760) 479-6162
Winters Wayne H
Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-0379
Ozog Ronald
Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-1905
Chet Atlas, CFP®
Location 2139 Ranch View Terrace, Encinitas, CA 92024, USA
Phone (760) 730-1960
Wright Wealth Management Group
Location 1042-B N El Camino Real #311, Encinitas, CA 92024, USA
Phone (760) 487-8802
Diversified Investment Group
Location 1991 Village Park Way, Encinitas, CA 92024, USA
Phone (760) 635-9357
Kennard Financial Inc
Location 1170 Kildeer Ct, Encinitas, CA 92024, USA
Phone (760) 633-3163
Fagan Financial Group Inc
Location 1175 Sidonia St, Encinitas, CA 92024, USA
Phone (760) 436-3984
Lohman & Associates, Inc.
SEC File# 801-111055
CRD# 158043
Location 533 2nd St, Encinitas, CA 92024, USA
Jim Lee Financial

5 out of 5

Location 937 S Coast Hwy 101 suite c-206, Encinitas, CA 92024, USA
Phone (760) 436-1711
Cooper Capital Group
SEC File# 801-117210
CRD# 305121
Location 280 N Coast Hwy 101, Encinitas, CA 92024, USA
Phone (760) 452-6114
Financial Training Co
Location 770 Rancho Santa Fe Rd # 4, Encinitas, CA 92024, USA
Phone (760) 944-1424
GTG Holdings
Location 4407 Manchester Ave # 205, Encinitas, CA 92024, USA
Phone (760) 452-2540
Commodity Capital
Location 233 Via Villena, Encinitas, CA 92024, USA
Phone (760) 632-1905
Stout Capital Management LLC
Location 721 N Vulcan Ave # 206, Encinitas, CA 92024, USA
Phone (760) 230-8744
Edward Jones - Financial Advisor: Evan Cohen
SEC File# 801-3297
CRD# 250

5 out of 5

Location 700 Garden View Ct Suite 203, Encinitas, CA 92024, USA
Phone (760) 753-1025
Financial Advisors | U.S. Bancorp Investments
Location 131 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 632-3634
Shaw Financial Services, Inc
Location 2211 Encinitas Blvd # 100, Encinitas, CA 92024, USA
Phone (760) 436-5353
Edward Jones - Financial Advisor: Andrew W Shaw
SEC File# 801-3297
CRD# 250
Location 111 Chesterfield Dr Suite 119, Cardiff, CA 92007, USA
Phone (760) 632-8054
Richard E Shaw & Associates
Location 2211 Encinitas Blvd #100, Encinitas, CA 92024, USA
Phone (760) 436-5353
Mission Pacific Asset Management Inc
Location SHAW FINANCIAL BUILDING, 2211 Encinitas Blvd, Encinitas, CA 92024, USA
Phone (760) 602-0832
Raymond James Financial Services
Location 191 Calle Magdalena #260, Encinitas, CA 92024, USA
Phone (760) 436-9000
Edward Jones - Financial Advisor: Walter A Bowser II, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 162 S Rancho Santa Fe Rd #20, Encinitas, CA 92024, USA
Phone (760) 944-1985
Dougherty Funding LLC
Location 171 Saxony Rd # 106, Encinitas, CA 92024, USA
Phone (760) 479-3580
Ten Asset Management
Location 171 Saxony Rd # 105A, Encinitas, CA 92024, USA
Phone (760) 943-7799
Lifetime Financial Advisors, Inc.

5 out of 5

Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
David Brenner Co
Location 227 N El Camino Real STE 205, Encinitas, CA 92024, USA
Phone (760) 632-5002
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 162 S Rancho Santa Fe Rd e, Encinitas, CA 92024, USA
Seawise Financial, Inc.

5 out of 5

Location 120 Birmingham Dr Suite 240F, Cardiff, CA 92007, USA
Phone (619) 738-3079
Fixed Income Capital Advisors
Location PO Box 231669, Encinitas, CA 92023, USA
Phone (760) 632-7371
Clyman & Associates Inc
Location 204 N El Camino Real # E540, Encinitas, CA 92024, USA
Phone (760) 753-4241
Wittenberg Financial & Insurance Services

5 out of 5

Location 2559 Montgomery Ave, Cardiff, CA 92007, USA
Phone (760) 942-1880
Investment Group LLC
Location 316 Firtree Ct, Encinitas, CA 92024, USA
Phone (760) 753-6755
Image of Encinitas, CA

About Encinitas, CA

Encinitas is located in northern San Diego County and is considered a coastal town. The city boasts many beaches, including Moonlight Beach and Swamis Beach. Major employers in Encinitas include Scripps Health and Solar Turbines. The major highways and streets in Encinitas are Highway 101 and Coast Highway. Some of the neighborhoods in Encinitas include Old Encinitas, New Encinitas, Cardiff-by-the-Sea, and Leucadia.

Where Certified Financial Advisors in Encinitas, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Encinitas, CA can benefit from a wide range of banking services provided by local banks. Services include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking to make it easy for customers to access their accounts 24/7.

Insurance Broker

Residents in Encinitas, CA can rely on insurance brokers to help them find the best possible policies for their needs. Insurance brokers have access to a wide variety of policies from a number of different providers, so they can help residents find the right policy at the right price. They can also help residents compare rates and coverage, and they can answer any questions that residents may have about their policies.

Retirement Planning

Financial advisors can help Encinitas, CA residents with retirement planning in a number of ways. For one, they can help people save for retirement by setting up a plan and helping to stick to it. Advisors can also help retirees manage their money once they've retired, making sure that they have enough income to cover their costs. In addition, advisors can offer advice on how to make the most of Social Security payments and other government benefits. Finally, advisors can provide important emotional support during what can be a difficult time.

Wealth Management

Wealth management is a critical service for residents of Encinitas, CA. By working with a wealth manager, families and individuals in the area can ensure that their financial security is maintained and enhanced. In addition, wealth managers can provide guidance on how to best use one's assets to achieve long-term financial goals.

Estate Planning Lawyer

Estate planning lawyers in Encinitas, CA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can ensure that your property is distributed according to your wishes after you die. They can also help you set up a power of attorney or health care directive, which will give someone else the authority to make decisions on your behalf if you become unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Encinitas, CA can help residents by providing them with the best rates and products available. By shopping around for a mortgage, residents can save money on their home loan. Loan officers can also provide information on refinancing, home equity loans, and reverse mortgages.

Tax Services

Tax accountants can help Encinitas, CA residents in a few ways. They can help residents understand their tax situation and find deductions and credits that they may be eligible for. They can also help with preparing tax returns and navigating the complex tax code. Tax accountants can be a valuable resource for residents in Encinitas and can help them save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Encinitas, CA