Best Financial Advisors in Encinitas, CA

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List of Firms

Encinitas, CA Fiduciary Financial Advisors

SEC File# 801-79993
CRD# 117606
Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1582
Directions
SEC File# 801-10970
CRD# 6413
Location Encinitas, CA 92024, USA
Phone (760) 634-1195
Directions
SEC File# 801-35218
CRD# 104795
Location 420 Stevens Ave #250, Solana Beach, CA 92075, USA
Phone (858) 755-5166
Directions
SEC File# 801-79048
CRD# 170186
Location 160 Chesterfield Dr STE 102, Cardiff, CA 92007, USA
Phone (858) 397-5542
Directions
SEC File# 801-107270
CRD# 282447
Location 1700 Aviara Pkwy #130301, Carlsbad, CA 92013, USA
Phone (760) 933-7526
Directions
SEC File# 801-117210
CRD# 305121
Location 280 N Coast Hwy 101, Encinitas, CA 92024, USA
Phone (760) 452-6114
Directions
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Ward & Associates
SEC File# 801-55927
CRD# 107878
Location 511 Saxony Pl suite 101-w, Encinitas, CA 92024, USA
Phone (858) 759-5330
Directions
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Abaco Asset Management LLC
Location 2236 Encinitas Blvd # B, Encinitas, CA 92024, USA
Phone (760) 943-8506
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CFS Lending
Location 315 S Coast Hwy 101 U-95, Encinitas, CA 92024, USA
Phone (800) 435-6136
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Carla Campbell CPA CFP
5 out of 5
Location 285 N El Camino Real #215, Encinitas, CA 92024, USA
Phone (760) 487-5678
Directions
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Stone Steps Financial LLC
5 out of 5
Location 533 2nd St Suite 207, Encinitas, CA 92024, USA
Phone (760) 456-7147
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Aloha Wealth Partners
Location 1166 Aloha Dr, Encinitas, CA 92024, USA
Phone (858) 354-7414
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Chet Atlas, CFP®
Location 2139 Ranch View Terrace, Encinitas, CA 92024, USA
Phone (760) 730-1960
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Lohman & Associates, Inc.
SEC File# 801-111055
CRD# 158043
Location 533 2nd St, Encinitas, CA 92024, USA
Directions
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Financial Training Co
Location 770 Rancho Santa Fe Rd # 4, Encinitas, CA 92024, USA
Phone (760) 944-1424
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 162 S Rancho Santa Fe Rd e, Encinitas, CA 92024, USA
Directions
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Triton Pacific Securities LLC
Location 700 Garden View Ct # 201K, Encinitas, CA 92024, USA
Phone (760) 479-0927
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Longhouse Wealth Management
5 out of 5
Location 187 Calle Magdalena Suite 103, Encinitas, CA 92024, USA
Phone (760) 642-1100
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Corporate Finance Consultants
Location 1421 Valleda Ln, Encinitas, CA 92024, USA
Phone (760) 436-2661
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Summit Settlement Services
Location 654 Shanas Ln, Encinitas, CA 92024, USA
Phone (760) 944-0022
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Ozog Ronald
Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-1905
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Jim Lee Financial
5 out of 5
Location 937 S Coast Hwy 101 suite c-206, Encinitas, CA 92024, USA
Phone (760) 436-1711
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Stout Capital Management LLC
Location 721 N Vulcan Ave # 206, Encinitas, CA 92024, USA
Phone (760) 230-8744
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Financial Advisors | U.S. Bancorp Investments
Location 131 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 632-3634
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Shaw Financial Services, Inc
Location 2211 Encinitas Blvd # 100, Encinitas, CA 92024, USA
Phone (760) 436-5353
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Raymond James Financial Services
Location 191 Calle Magdalena #260, Encinitas, CA 92024, USA
Phone (760) 436-9000
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Dougherty Funding LLC
Location 171 Saxony Rd # 106, Encinitas, CA 92024, USA
Phone (760) 479-3580
Directions
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Lifetime Financial Advisors, Inc.
5 out of 5
Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
Directions
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Clyman & Associates Inc
Location 204 N El Camino Real # E540, Encinitas, CA 92024, USA
Phone (760) 753-4241
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Wittenberg Financial & Insurance Services
5 out of 5
Location 2559 Montgomery Ave, Cardiff, CA 92007, USA
Phone (760) 942-1880
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Wells Fargo Advisors
Location 276 N El Camino Real, Encinitas, CA 92024, USA
Phone (760) 944-1785
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True Source Financial
Location 169 Saxony Rd, Encinitas, CA 92024, USA
Phone (760) 802-4226
Directions
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Steve Van Houten
Location 2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone (760) 943-0430
Directions
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Solomon Wealth Management
5 out of 5
Location 531 Encinitas Blvd STE 200, Encinitas, CA 92024, USA
Phone (760) 436-1985
Directions
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Balser David
Location 2037 Countrywood Way, Encinitas, CA 92024, USA
Phone (760) 436-6139
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20/20 Financial Advisers
5 out of 5
Location 2041 San Elijo Ave, Cardiff, CA 92007, USA
Phone (760) 479-6162
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Winters Wayne H
Location 4405 Manchester Ave # 107, Encinitas, CA 92024, USA
Phone (760) 436-0379
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GTG Holdings
Location 4407 Manchester Ave # 205, Encinitas, CA 92024, USA
Phone (760) 452-2540
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Commodity Capital
Location 233 Via Villena, Encinitas, CA 92024, USA
Phone (760) 632-1905
Directions
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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
Directions
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Mission Pacific Asset Management Inc
Location SHAW FINANCIAL BUILDING, 2211 Encinitas Blvd, Encinitas, CA 92024, USA
Phone (760) 602-0832
Directions
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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
Directions
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Fixed Income Capital Advisors
Location PO Box 231669, Encinitas, CA 92023, USA
Phone (760) 632-7371
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Taiga Financial
Location 511 Saxony Pl #101, Encinitas, CA 92024, USA
Phone (760) 487-1581
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Covey & Covey Financial Planning Services
Location 503 Forrest Bluff, Encinitas, CA 92024, USA
Phone (858) 653-4800
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New Wave Investment LLC
Location 187 Calle Magdalena, Encinitas, CA 92024, USA
Phone (760) 753-6383
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Crest Funding Group
Location 1042 N El Camino Real # B330, Encinitas, CA 92024, USA
Phone (760) 635-7755
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Precision Futures
Location 561 Saxony Pl, Encinitas, CA 92024, USA
Phone (760) 634-1070
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Beacon Financial Management LLC
Location 533 2nd St #125, Encinitas, CA 92024, USA
Phone (760) 473-3335
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Wright Wealth Management Group
Location 1042-B N El Camino Real #311, Encinitas, CA 92024, USA
Phone (760) 487-8802
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Diversified Investment Group
Location 1991 Village Park Way, Encinitas, CA 92024, USA
Phone (760) 635-9357
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Kennard Financial Inc
Location 1170 Kildeer Ct, Encinitas, CA 92024, USA
Phone (760) 633-3163
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Fagan Financial Group Inc
Location 1175 Sidonia St, Encinitas, CA 92024, USA
Phone (760) 436-3984
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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
Directions
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Richard E Shaw & Associates
Location 2211 Encinitas Blvd #100, Encinitas, CA 92024, USA
Phone (760) 436-5353
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Ten Asset Management
Location 171 Saxony Rd # 105A, Encinitas, CA 92024, USA
Phone (760) 943-7799
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David Brenner Co
Location 227 N El Camino Real STE 205, Encinitas, CA 92024, USA
Phone (760) 632-5002
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Seawise Financial, Inc.
5 out of 5
Location 120 Birmingham Dr Suite 240F, Cardiff, CA 92007, USA
Phone (619) 738-3079
Directions
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Investment Group LLC
Location 316 Firtree Ct, Encinitas, CA 92024, USA
Phone (760) 753-6755
Directions
Financial Advisors in Encinitas, CA

Where Certified Financial Advisors in Encinitas, CA Serve

Encinitas, CA is a vibrant coastal city with a rich history and a multitude of landmarks that make it a popular destination for tourists and locals alike. From the iconic Moonlight Beach to the historic La Paloma Theatre, Encinitas boasts a diverse range of attractions that appeal to all ages and interests. Top employers in the area include the Encinitas Union School District, Scripps Health, and the City of Encinitas, which provide ample job opportunities for residents. Major highways and streets in the area include Interstate 5, which runs along the coast and provides easy access to neighboring cities like Carlsbad and San Diego. Other notable streets include Coast Highway 101, which is lined with shops, restaurants, and cafes, and El Camino Real, a major thoroughfare that connects Encinitas to other parts of North County. Encinitas is home to several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Encinitas, CA have several options when it comes to banking services. One of the most common ways that they are serviced is through traditional brick-and-mortar banks, such as Wells Fargo, Bank of America, and Chase. These banks offer a wide range of services, including checking and savings accounts, loans, and credit cards. However, what sets Encinitas apart from other cities is its strong sense of community and support for local businesses. Therefore, many residents choose to bank with smaller, community-based banks, such as Seacoast Commerce Bank and Coast Highway Credit Union, which offer personalized service and a commitment to supporting the local economy.

Insurance Broker

Residents of Encinitas, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable insurance options that meet their specific needs. For example, Encinitas is known for its beautiful beaches and outdoor activities, which can put residents at risk for accidents or injuries. An insurance broker can help residents find comprehensive coverage for their homes, cars, and health that includes protection for these types of risks. Additionally, an insurance broker can provide personalized advice and support to residents as they navigate the complex world of insurance, ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Encinitas, CA could benefit greatly from the services of a retirement planner. One specific way they could be helped is by creating a personalized retirement plan that takes into account the high cost of living in the area. Encinitas is known for its beautiful beaches and desirable location in Southern California, but with that comes a higher cost of living compared to other areas. A retirement planner can help residents prepare for the expenses that come with living in Encinitas, such as housing, healthcare, and transportation. Additionally, a retirement planner can provide guidance on investment strategies and tax planning to maximize retirement savings and ensure a comfortable retirement in this beautiful coastal community.

Wealth Management

Residents of Encinitas, CA can greatly benefit from the services of a wealth manager. With its high median household income and affluent population, Encinitas presents unique financial challenges and opportunities that require a skilled professional to navigate. A wealth manager can help residents with investment planning, tax strategies, retirement planning, and estate planning. Additionally, Encinitas has a vibrant real estate market, and a wealth manager can assist residents with buying and selling properties, as well as managing rental properties. Overall, a wealth manager can provide personalized financial advice and guidance to help residents of Encinitas achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Encinitas, CA can benefit greatly from the expertise and guidance of a mortgage loan officer. With the high cost of living in Encinitas, many residents may struggle to afford a home without the help of a loan. A mortgage loan officer can assist residents in finding the best loan options available to them, taking into account their financial situation and credit score. Additionally, with the unique coastal geography of Encinitas, there may be specific considerations to take into account when securing a mortgage loan, such as flood insurance requirements. A knowledgeable mortgage loan officer can help residents navigate these complexities and ensure they are getting the best possible deal on their home loan.

Tax Services

Residents of Encinitas, CA could benefit from the expertise of a tax advisor in a variety of ways. One common way is by receiving guidance on how to maximize their deductions and credits, which can ultimately lead to a lower tax bill. Additionally, a tax advisor can assist with tax planning strategies, such as contributing to retirement accounts or setting up a trust, that can help residents save money in the long run. In Encinitas specifically, a tax advisor could also provide insight on local tax laws and regulations, such as the transient occupancy tax for short-term rentals. By working with a tax advisor, residents of Encinitas can feel confident that they are making informed decisions and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Encinitas, CA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by helping them create a comprehensive plan for their assets and property, including wills, trusts, and other legal documents. This can be especially important in Encinitas, which has a high percentage of retirees and wealthy residents who may have complex estate planning needs. Additionally, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding inheritance and taxes, ensuring that their loved ones are protected and their assets are distributed according to their wishes. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Encinitas, helping them secure their financial future and protect their legacy for generations to come.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Encinitas, CA