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Best Financial Advisors in Encinitas

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Aldrich Advisors logo

Aldrich Advisors

5946 Priestly Drive, #200, Carlsbad, CA 92008
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  • Retirement Planning
  • Tax Planning

Aldrich Advisors is a local firm that has been serving clients in Encinitas for over 40 years. The company provides a wide range of services, which include business advisory, retirement planning, wealth management, and employee benefits. Its team also equips companies with accounting systems that drive sound business decisions. Aldrich Advisors is committed to supporting local causes, including the San Diego Food Bank, the YWCA, The Salvation Army, and the North County Health Services.

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BWM Financial logo

BWM Financial

12348 High Bluff Drive Suite 200, San Diego, CA 92130
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  • Certified Financial Planner (CFP)

BWM Financial is an independent company that offers services in Encinitas and nearby locations. It caters to business executives in the technology and biotech industries, providing comprehensive financial planning solutions. The full-service firm helps clients achieve financial stability through investment management and legacy and retirement planning. Its agents also deal with CPA or legal and tax planning assistance. President Jeff Brown has been in the financial services industry for more than two decades.

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Campbell Wealth Advisors logo

Campbell Wealth Advisors

285 N. El Camino Real Suite 215, Encinitas, CA 92024
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  • Tax Planning

Campbell Wealth Advisors helps individuals in the Encinitas area achieve financial security. It provides clients with financial planning, retirement planning, tax planning, and investment management services. Its team works with clients, discussing their financial objectives and developing a plan tailored to their needs. Clients can have their financial plans reviewed annually and meet with the team quarterly to safeguard their wealth. Campbell Wealth Advisors also helps clients with their social security and insurance needs. Wealth advisor Carla Campbell is a Certified Financial Planner.

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Dowling & Yahnke Wealth Advisors logo

Dowling & Yahnke Wealth Advisors

12265 El Camino Real, Suite 300, San Diego, CA 92130
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  • Certified Financial Planner (CFP)

Dowling & Yahnke Wealth Advisors serves individuals and families throughout Encinitas and the nearby areas. From organizing clients' dream retirement plans to navigating life-changing events, its financial advisors guide clients with customized financial roadmaps to help them reach their long-term goals. The firm assists clients with investment management, retirement planning, estate planning, charitable giving, executive compensation management, and college education planning. The firm was established in 1991 and currently manages over $5.7 billion for more than 1,300 clients in the area and across the United States.

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EP Wealth Advisors San Diego logo

EP Wealth Advisors San Diego

3655 Nobel Dr, San Diego, CA 92122
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  • Private Wealth Advisor

EP Wealth Advisors caters to clients in Encinitas. The company offers a wide range of financial advisory services, including financial planning, investment management, tax planning, charitable giving, business planning, and life transition planning. Its financial advisors focus on income, expenses, investments, and insurance plans in assessing its client's financial situation. The team also offers financial advice to individuals facing divorce and retirement. The company has been featured in various media outlets such as Forbes, CNBC, and The Financial Times.

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Guide My Finances logo

Guide My Finances

6120 Paseo Del Norte Suite L-2, Carlsbad, CA 92011
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  • Retirement Planning
  • Tax Planning

Guide My Finances serves individuals and families in Encinitas. It offers financial planning services that help build and maintain personal wealth to cover house purchases, college costs, and retirement. Its team analyzes assets and identifies strategies to make money last. It also manages investments to maximize returns with low risk. Guide My Finances has strategic inheritance planning solutions to prevent mismanagement. It is headed by Jackie Mazur, a Certified Financial Planner and Certified Divorce Financial Analyst who has been in the industry since 2003.

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Mohr Financial Group logo

Mohr Financial Group

12555 High Bluff Drive, Suite 205, San Diego, CA 92130
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  • Estate Planning
  • Certified Financial Planner (CFP)

Mohr Financial Group is a team of investment consultants, wealth advisors, and retirement investment planners that serve Encinitas. Backed by over 75 years of combined experience, the team helps clients in managing wealth, planning finances, building legacies, and preparing for life's unexpected events. They perform trademarked solutions such as Lifetime Income Model, The Financial Second Opinion, The Integrated 401(k), and The Integrated Business Alliance. One of its professionals, Michael Mohr, is a CFP and member of IAFP.

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Overland & Shanahan Wealth Advisors, Inc. logo

Overland & Shanahan Wealth Advisors, Inc.

12520 High Bluff Drive, Suite 120, San Diego, CA 92130
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  • Certified Financial Planner (CFP)

Overland & Shanahan Wealth Advisors, Inc., caters to corporate executives and business owners in Encinitas and the surrounding communities. Services offered include personalized financial planning, investment and tax management, investor behavior coaching, education expense estimation, estate and retirement planning, and insurance review. The firm helps clients navigate the various aspects of their financial lives. Managing partner Michael Shanahan is a Certified Financial Planner and Accredited Investment Fiduciary. From 2020 to 2021, he was named among Forbes' Best-In-State Wealth Advisors for Southern California.

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Parabolic Asset Management logo

Parabolic Asset Management

8465 Regents Road #201, San Diego, CA 92122
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  • Certified Financial Planner (CFP)

Parabolic Asset Management works with individuals in Encinitas looking to grow and protect their wealth. Its founding partner, Rainier Trinidad, is a certified financial advisor who has been in the industry for over 20 years. He offers financial planning services to allow clients to forecast and increase their probability of having a lasting retirement. This solution involves risk management, asset allocation, and tax-loss harvesting. Trinidad also served on the board of directors at the Rotary Club of Coronado.

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Presidio Capital Management logo

Presidio Capital Management

12626 High Bluff Drive Suite 440, San Diego, CA 92130
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Presidio Capital Management is a company that caters to customers in the Encinitas metro and the surrounding areas. It helps individuals achieve financial independence by offering planning services. Its process involves learning about the clients' personal situation and goals and formulating customized strategies, managing their portfolios, and helping them make informed investment decisions. Dustin TenBroeck, the firm's president, has been working in the financial services industry for more than 15 years. He holds the Certified Financial Planner designation.

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Root Financial Partners logo

Root Financial Partners

125 South Highway 101, Suite 101, Solana Beach, CA 92075
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  • Certified Financial Planner (CFP)

Root Financial Partners is an advisory firm that caters to clients in Encinitas. It works with individuals looking to protect, save, and grow their assets. Its professionals consult the individuals to identify their goals and retirement plans, creating a custom strategy to achieve their financial goals. They provide ongoing communication to track the progress and aim to ensure that the clients stay on track to reach their objectives. The firm has been featured in numerous publications, including Yahoo! Finance, Investopedia, and Nasdaq.

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Seaside Financial & Insurance Services logo

Seaside Financial & Insurance Services

2888 Loker Ave East Suite 320, Carlsbad, CA 92010
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  • Tax Planning

Seaside Financial & Insurance Services is an advisory firm established in 1994. It helps individuals, businesses, and families in Encinitas preserve and build their wealth. Services offered include financial planning, investment advice, portfolio management, and tax and estate planning. It deals with matters concerning 401(k), defined benefit, and profit-sharing plans, 529 college savings, and IRA accounts. Shawn Orser, the company's president and CEO, holds a Finance degree and brings a decade of experience working for Wall Street firms like Titan Capital and Merrill Lynch.

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Seawise Financial logo

Seawise Financial

120 Birmingham Drive, Suite 240F, Cardiff by the Sea, CA 92007
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  • Estate Planning
  • Tax Planning

Seawise Financial serves individuals, families, and small business owners in Encinitas and the surrounding areas. Retirement plan allocation recommendations, savings and cash flow planning, real estate and insurance review, employee stock option analysis, and comprehensive financial plans that prioritize the client's goals are all services provided by the firm. It also offers low-cost and tax-efficient investment vehicles, as well as professionally managed portfolios and ongoing monitoring and rebalancing. Timothy Kenney, the company's founder, has over 22 years of experience in the industry.

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Softwealth logo

Softwealth

5580 La Jolla Blvd #74, La Jolla, CA 92037
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Softwealth is an investment advisory firm that serves the Encinitas area. Its financial planner, Brian Lowrance, advises people on ways to utilize their wealth in order to address their needs. His comprehensive plans cover different areas of clients’ financial lives, including college funding, estate, home purchasing, investments, and retirement. He processes documents through a secure digital method and utilizes app- and web-based financial management software. Lowrance started his career in the financial services industry working for Wall Street firms.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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