Find a Financial Advisor in Coronado, CA

 

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We did the hard work of finding trustworthy partners 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 1 years

THE GENSLER GROUP

Website

(619) 554-1300

120 C Avenue, Suite 170

Coronado, CA 92118

SEC#: 801-100472
Years in Business: 6 years

PERSONAL FINANCIAL MANAGEMENT

Website

(619) 435-1600

1001 B Avenue
Suite 307
Coronado, CA 92118

SEC#: 801-42879
Years in Business: 29 years

UNIONBANC INVESTMENT SERVICES, LLC

Website

(619) 522-6436

800 Orange Avenue

Coronado, CA 92118

SEC#: 801-70084
Years in Business: 12 years

CHANGE PATH LLC

Website

(619) 435-1234

1330 Orange Avenue
Suite 324
Coronado, CA 92118

SEC#: 801-106677
Years in Business: 6 years

CHANGE PATH LLC

Website

(619) 435-1234

1330 Orange Avenue
Suite 324
Coronado, CA 92118

SEC#: 801-106677
Years in Business: 6 years

BURFORD CAPITAL INVESTMENT MANAGEMENT LLC

Website

(212) 235-6830

1037 Star Park Cir

Coronado, CA 92118

SEC#: 801-79466
Years in Business: 7 years

B&D WHITE CAPITAL COMPANY, LLC

Website

(619) 335-8380

1172 Orange Ave
2nd Floor
Coronado, CA 92118

SEC#: 801-116701
Years in Business: 2 years

ORION CAPITAL MANAGEMENT LLC

Website

(619) 435-1701

612 5th Street

Coronado, CA 92118

SEC#: 801-119207
Years in Business: 1 years

 


Coronado, CA Financial Advisor FAQs

Financial advisors review your financial situation with you to answer any questions you might have and offer solutions for whatever needs improving. They work with individuals and families, giving them access to qualified information on investments, financial services from banking institutions, insurance from companies that share their principles.
Yes. Financial advisors are the experts at matching you with the right account, investment firm, or lending institution to help you reach your long-term financial goals.
Financial advisors are remunerated through commissions on the products they sell, with most getting paid both commission and salary.
You should choose a person who obviously has your best interest at heart and not just someone who wants to sell you investments without providing specific services that may affect your finances.