Find a Financial Planner in Coronado, CA

 

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We Only Work With The Best Coronado Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Coronado, CA


  • Financial Advisor Close to Coronado, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Coronado Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Coronado area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Coronado typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
24.4% of Coronado's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Coronado area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Coronado area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Coronado area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Coronado area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Coronado area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Coronado area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Coronado, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Coronado, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Coronado financial advisors.
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How Retirement-Friendly is Coronado, CA?

  • Population: 23,639
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $1645,700
  • Average Monthly Housing Cost: $2,632
  • Average Household Income: $157,746
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Coronado, CA


ORION CAPITAL MANAGEMENT LLC

Website

(619) 435-1701

1330 Orange Avenue, Suite 302

Coronado, CA 92118

SEC#: 801-119207
Years in Business: 0 years

THE GENSLER GROUP

Website

(619) 554-1300

120 C Avenue, Suite 170

Coronado, CA 92118

SEC#: 801-100472
Years in Business: 5 years

PERSONAL FINANCIAL MANAGEMENT

Website

(619) 435-1600

1001 B Avenue
Suite 307
Coronado, CA 92118

SEC#: 801-42879
Years in Business: 28 years