Find a Financial Planner in Solana Beach, CA


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We Only Work With The Best Solana Beach 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

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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 Solana Beach, CA

  • Financial Advisor Close to Solana Beach, 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 Solana Beach Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Solana Beach area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
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 Solana Beach can include managing client retirement accounts, investments, tax plans, and more.
26.7% of Solana Beach'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 Solana Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Solana Beach area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Solana Beach area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Solana Beach 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 in the Solana Beach area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the Solana Beach area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


The Value of Working With the Best Financial Planners in Solana Beach, 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.


Solana Beach, CA, Financial Advisor FAQs

Financial advisors service clients in a variety of different areas, in order to help those clients manage and optimize their savings. Financial advisors can have many qualifications in order to specialize in many different areas of finance. These can range anywhere from general financial advice to insurance policy selections to direct management of investment portfolios. Clients often come to advisors with specific savings goals in mind such as buying a house or a car or paying a child’s tuition. Many financial advisors operate in the same areas that their clients live and work in. This allows them to build trust over time, much like a medical doctor would with a patient, as many advisor-client relationships can span the course of years. Some financial advisors, though, now conduct more of their business online. There are also robo-advisors, computer algorhithms which spew general investment advice and build out a sample portfolio based on information given to them by the client.
Just north of San Diego, Solana Beach is known for its pristine beaches where sloping shoreline often mixes with cliffs. It has also pioneered making its beaches safe and clean for all, becoming the first city in the United States to ban smoking on its beaches in 2003. It also contains a vibrant downtown commercial scene, a main source of its economy which is powered by tourists as well as visitors from all over San Diego county. The Cedros Design District is home to many art galleries as well as boutique stores as well as the Solana Beach Farmers Market. Advisors in Solana Beach are proud to serve other locations. Financial Advisors who serve Solana Beach also serve: Del Mar, La Jolla, Carlsbad, Encinitas, Poway, Gaslamp District, Leucadia, and San Diego.


Find a Fee-Only Financial Planner Near Solana Beach, CA

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

  • Population: 13,356
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $1182,000
  • Average Monthly Housing Cost: $2,331
  • Average Household Income: $157,435
  • 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 Solana Beach, CA



(858) 436-2200

440 Stevens Avenue
Suite 260
Solana Beach, CA 92075

SEC#: 801-68396
Years in Business: 13 years



(858) 459-1101

990 Highland Drive
Suite 205
Solana Beach, CA 92075

SEC#: 801-72334
Years in Business: 10 years



(858) 345-1001

380 Stevens Avenue
Suite 211
Solana Beach, CA 92075

SEC#: 801-119136
Years in Business: 1 years



(858) 263-1675

462 Stevens Avenue, Suite 105

Solana Beach, CA 92075

SEC#: 801-111779
Years in Business: 3 years



(858) 756-6111

225 W Plaza Street
Suite 201
Solana Beach, CA 92075

SEC#: 801-110723
Years in Business: 4 years



(858) 433-3200

Suite 200
238 North Cedros Avenue
Solana Beach, CA 92075

SEC#: 801-69825
Years in Business: 12 years



(858) 755-5166

420 Stevens Avenue
Suite 250
Solana Beach, CA 92075

SEC#: 801-35218
Years in Business: 32 years



(760) 479-5080

215 Highway 101
Suite 216
Solana Beach, CA 92075

SEC#: 801-70305
Years in Business: 12 years



(760) 479-5080

215 Highway 101
Suite 216
Solana Beach, CA 92075

SEC#: 801-79753
Years in Business: 7 years