Wealth Management in Coronado, CA

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List of Firms

Coronado, CA Wealth Management Firms

Andrews Capital Management Inc
Location 1224 10th St #203, Coronado, CA 92118, USA
Phone (619) 435-1523
McKee Commercial
Location 1001 B Ave #206, Coronado, CA 92118, USA
Phone (619) 642-2711
Christopher Wells - RBC Wealth Management Financial Advisor
Location 655 W Broadway Suite 1000, San Diego, CA 92101, USA
Phone (619) 699-7127
Personal Financial Management
SEC File# 801-48238
CRD# 106693
Location 1001 B Ave #307, Coronado, CA 92118, USA
Phone (619) 435-1600
Fine Financial Group
Location 1330 Orange Ave, Coronado, CA 92118, USA
Phone (619) 435-4257
SEC File# 801-119207
CRD# 119428
5 out of 5
Location 1330 Orange Ave #302, Coronado, CA 92118, USA
Phone (619) 435-1701
A M Wasson & Associates
Location 1224 10th St, Coronado, CA 92118, USA
Phone (619) 522-0205
Wealth Management in Coronado, CA

Where Wealth Management Advisors in Coronado, CA Serve

Coronado, CA is a picturesque island city located in San Diego County. It is home to several landmarks such as the iconic Hotel del Coronado, a historic beachfront hotel that has hosted numerous presidents and celebrities. Another landmark is the Coronado Bridge, a towering structure that connects the island to downtown San Diego. The city boasts a diverse economy with top employers including the Naval Base Coronado, Sharp Coronado Hospital, and the Coronado Unified School District. Major highways and streets in Coronado include the Silver Strand Highway, which runs along the beach, and Orange Avenue, the main commercial street with shops and restaurants. The neighborhoods in Coronado are equally diverse, ranging from the luxurious beachfront homes in the Coronado Shores to the quaint cottages in the Village. Other neighborhoods include the Cays, a waterfront community with private docks, and the Country Club Estates, which features expansive golf course views.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Coronado, CA could greatly benefit from the services provided by a bank. For example, with the high cost of living in the area, many individuals may require loans or lines of credit to finance major purchases such as a home or car. Additionally, with the prevalence of military personnel in the community, banks can offer specialized financial services tailored to veterans and active duty members. Furthermore, with the abundance of small businesses in Coronado, banks can provide support through business loans and merchant services to help these enterprises thrive. Overall, a bank can play a crucial role in the financial well-being of the community by providing resources and expertise to meet the unique needs of Coronado residents.

Insurance Broker

Residents of Coronado, CA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex and ever-changing healthcare system in the area. Coronado, CA is home to several healthcare providers, and an insurance broker can help residents find the best coverage for their needs. Secondly, an insurance broker can assist residents in finding the most affordable and comprehensive insurance policies for their homes and vehicles. With Coronado, CA being a coastal city, residents may require specific insurance coverage for their homes due to the risk of floods and other natural disasters. Lastly, an insurance broker can help residents plan for their financial future by offering advice on life insurance, retirement planning, and other financial products. With the high cost of living in Coronado, CA, it is essential for residents to have a comprehensive insurance plan that can protect them from unexpected expenses.

Retirement Planning

Residents of Coronado, CA can benefit from the expertise of a retirement planner in many ways. One specific example is that a retirement planner can help residents navigate the high cost of living in Coronado, which is known for its luxurious beachfront properties and upscale lifestyle. With the median home price in Coronado hovering around $2.5 million, retirement planning can be especially challenging for those who want to maintain their standard of living in retirement. A retirement planner can help residents create a personalized financial plan that takes into account their unique circumstances, such as the need to downsize or relocate to a more affordable area. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies and help residents maximize their Social Security benefits, which can be especially valuable for those who have worked in high-paying jobs. Overall, a retirement planner can help residents of Coronado achieve financial security and peace of mind in retirement.

Financial Advisor

Residents of Coronado, CA could benefit from the expertise of a financial advisor in a multitude of ways. With its high cost of living and affluent population, it is important for individuals to have a comprehensive financial plan that addresses their unique needs and goals. A financial advisor can assist with retirement planning, investment strategies, tax planning, and estate planning. Additionally, given the proximity of Coronado to the military base, many residents may have unique financial considerations related to their service, such as navigating military benefits and planning for deployment. By working with a financial advisor, residents of Coronado can feel confident that they are making informed decisions about their financial future and maximizing their wealth potential.

Mortgage Loan Officer

Residents of Coronado, CA would benefit from the assistance of a mortgage loan officer in various ways. With the city's high cost of living, a loan officer can help residents navigate the complex process of securing a mortgage loan to purchase a home or refinance an existing mortgage. Additionally, Coronado is a popular tourist destination, which means that some residents may have income that is seasonal or irregular. A mortgage loan officer can help these residents find loan options that are flexible and accommodate their unique financial situations. Moreover, with Coronado's proximity to the military bases, a loan officer can help military families take advantage of VA loans and other programs that are available to them. In a city where the median home price is over $1 million, the expertise of a mortgage loan officer can make all the difference for residents looking to achieve their homeownership dreams.

Tax Services

Residents of Coronado, CA could greatly benefit from the expertise of a tax advisor in a multitude of ways. With the city's high median income and proximity to military bases, residents may have unique tax situations that require the knowledge of a professional. For example, military members stationed in Coronado may have tax-exempt income, but may also have to pay taxes in their home state. Additionally, residents who own property in Coronado, which has some of the highest property values in the country, may need guidance on how to maximize their deductions and minimize their tax liability. A tax advisor can also assist business owners in navigating the complex tax code and ensuring compliance with local and state tax laws. With the potential for significant tax savings and the peace of mind that comes with professional guidance, residents of Coronado, CA should consider consulting with a tax advisor.

Estate Planning Lawyer

Residents of Coronado, CA can greatly benefit from the services of an estate planning lawyer. With its stunning beaches, historic landmarks and thriving community, Coronado is a unique city that requires specialized legal expertise. An estate planning lawyer can help residents create a comprehensive plan to protect their assets, designate beneficiaries, and ensure that their loved ones are taken care of in the event of their passing. Additionally, an estate planning lawyer can assist with probate proceedings, which can be complex and time-consuming. With its high property values and affluent residents, Coronado is a prime location for estate planning services. By working with an experienced lawyer, residents can have peace of mind knowing that their assets are properly protected and their wishes will be carried out according to their wishes.


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