Find a Financial Planner in Del Mar, CA


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We Only Work With The Best Del Mar Financial Advisors

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

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

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Del Mar, CA

  • Financial Advisor Close to Del Mar, 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 Del Mar Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Del Mar area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Del Mar can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
30.2% of Del Mar'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 Del Mar area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Del Mar area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Del Mar area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Del Mar 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 Del Mar 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Del Mar area when dealing with high-interest credit card debt and private student loans.


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

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


Without Advisor

With Advisor

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


Del Mar, CA, Financial Advisor FAQs

Financial advisors service clients in a variety of methods, all centered around clients’ desires to smartly manage and get the most out of their savings. Financial advisors can attain many qualifications and provide many specializations to service their clients. These can range anywhere from general financial advice to estate planning to direct investment portfolio management. Clients often come to advisors with specific savings goals in mind such as buying a house or a car or saving for retirement. Many financial advisors live and work in the same communities as their clients. This allows them to build trust over time as many advisor-client relationships can span the course of years. Some financial advisors in recent years, though, have taken to conduct more of their business online. There are also robo-advisors, which spew general investment advice and build out a sample portfolio based on information given to them by the client.
One of San Diego’s most well-known suburbs, Del Mar has several iconic landmarks. These include the famous Del Mar racetrack and fairgrounds as well as the north border of the Torrey Pines nature preserve and golf course. Del Mar also borders some of the widest and calmest beaches in San Diego County. With cliffs set inland just east of the I-5 Freeway, Del Mar also boasts several luxury homes with scenic ocean views. Financial Advisors who serve Del Mar also serve: Solana Beach, La Jolla, Carlsbad, Encinitas, Poway, Gaslamp District, Leucadia, and San Diego.


Find a Fee-Only Financial Planner Near Del Mar, CA

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

  • Population: 4,331
  • % of Population 62 Years and Over: 30.2%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,338
  • Average Household Income: $216,644
  • 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 Del Mar, CA



(760) 274-2744

1233 Camino Del Mar

Del Mar, CA 92014

SEC#: 801-66611
Years in Business: 15 years



(858) 259-4507

832 Camino Del Mar, Suite 4

Del Mar, CA 92014

SEC#: 801-48177
Years in Business: 26 years