Find a Financial Planner in San Diego, CA

 

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We did the hard work of finding trustworthy partners in San Diego, CA.

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We Only Work With The Best San Diego 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 San Diego, CA


  • Financial Advisor Close to San Diego, 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 San Diego 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 San Diego 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.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in San Diego can include managing client retirement accounts, investments, tax plans, and more.
15.8% of San Diego's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the San Diego area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the San Diego area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the San Diego area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the San Diego area who determine what breaks are available to you to minimize your tax payments. 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 San Diego 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 San Diego area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1409,573
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $608,100
  • Average Monthly Housing Cost: $1,806
  • Average Household Income: $108,864
  • 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 San Diego, CA


WESTERN FINANCIAL CORPORATION

Website

(619) 544-0260

600 "B" Street
Ste. 2204
San Diego, CA 92101

SEC#: 801-117841
Years in Business: 1 years

LM CAPITAL GROUP, LLC

Website

(619) 814-1401

750 B Street
Suite 3010
San Diego, CA 92101

SEC#: 801-61100
Years in Business: 19 years

IPG INVESTMENT ADVISORS, LLC

Website

(619) 326-1200

350 10th Avenue
Suite 1150
San Diego, CA 92101

SEC#: 801-71104
Years in Business: 11 years

NAUTILUS ADVISORS LLC

Website

(619) 573-4600

4747 Morena Blvd.
Suite 358
San Diego, CA 92117

SEC#: 801-71754
Years in Business: 10 years

SIMPLIFI, INC.

Website

(877) 692-6800

9666 Businesspark Ave
Suite 111
San Diego, CA 92131

SEC#: 801-78839
Years in Business: 7 years

BETA WEALTH GROUP, INC

Website

(858) 207-3377

11421 W. Bernardo Court

San Diego, CA 92127

SEC#: 801-77060
Years in Business: 8 years

REALITY SHARES ADVISORS

Website

(619) 487-1445

402 W Broadway
Suite 920
San Diego, CA 92101

SEC#: 801-78878
Years in Business: 7 years

COUNTERPOINT MUTUAL FUNDS, LLC

Website

(844) 273-8637

12760 High Bluff Drive
Suite 280
San Diego, CA 92130

SEC#: 801-80197
Years in Business: 6 years

M WEALTH MANAGEMENT, LLC

Website

(855) 635-2763

13520 Evening Creek Dr. North
Suite 130
San Diego, CA 92128

SEC#: 801-112774
Years in Business: 3 years

MCNAUGHTON WEALTH MANAGEMENT, LLC

Website

(858) 693-2310

3655 Nobel Drive
Suite 490
San Diego, CA 92122

SEC#: 801-114983
Years in Business: 2 years