Best Financial Advisors in Escondido

Capital Resource Management is an advisory firm that caters to clients in Escondido. The firm helps clients identify and plan their financial objectives by providing financial and retirement planning and assisting them in creating or building wealth. Its advisors also design effective protection plans to help secure the client's future against unexpected events, including forced retirement, death, disability, and long-term care. Its operations supervisor, Kathie Boring, is a Financial Paraplanner Qualified Professional who specializes in financial reporting and plan search.

Heritage Retirement Advisors is a financial advisory firm that has been serving high-net-worth individuals, business owners, and executives from Escondido and the surrounding areas for more than 38 years. It assists clients transitioning into retirement by guiding them in planning tax reduction strategies, estate and legacy, insurance policies, and businesses. The firm also provides investment management services, which include portfolio design and implementation, asset allocation, private placements and alternative investments, and self-directed 401(k) plan installation and management.

Nautica Wealth Advisors is a financial planning firm based in San Diego. Serving clients in and around the Escondido area, the firm provides estate planning, tax planning, retirement planning, insurance planning, and investment management services. It helps clients organize and manage their finances and focus on important matters. Nautica Wealth Advisors was formed through the merger of Wayne Warner & Associates and Lerner & Lerner. These investment planning firms have been serving clients for over two decades.

Red Seven Wealth Management is a financial advisory firm that caters to individuals, retirees, and small business owners in the Escondido metro. It offers a wide array of services, including estate tax analysis, fiduciary guidance, investment selection and monitoring, portfolio analysis and recommendations, and risk management audits. Jerod C. Fenton, the company president, has been working in the financial services industry since 2003. He holds the Accredited Investment Fiduciary and Certified Financial Planner designations.

Vector Financial Solutions, Inc., is a firm operating in Escondido. It helps retirees, divorcees, business owners, executives, and individuals who are managing inheritances in making financial decisions. A wide range of services is available including retirement planning, wealth management, and estate planning. These services encompass different areas such as portfolio analysis, mutual funds, profit sharing, lump sum retirement distributions, and life insurance. The firm's Certified Financial Planner, David Wilson, has more than 30 years of industry experience.

Wollman Wealth Designs manages the financial affairs of clients in Escondido and the surrounding areas. It offers tailored financial planning services for individuals who need assistance with their finances and portfolio. It also regularly reviews the clients' plans and investments to discuss changes and monitor progress. Its founder, Fred Wollman, has been in the financial planning industry since 1980. Wollman also published his book, “Rewrite Your Financial Narrative,” in 2018 to help clients set their financial priorities.