Best Financial Advisors in Escondido

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Escondido, CA

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Capital Resource Management logo
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Capital Resource Management

350 West 5th Avenue, Escondido, CA 92025
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Heritage Retirement Advisors logo
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Heritage Retirement Advisors

11440 West Bernardo Court, San Diego, CA 92127
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Nautica Wealth Advisors logo
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Nautica Wealth Advisors

11440 West Bernardo Court, San Diego, CA 92127
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Red Seven Wealth Management logo
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Red Seven Wealth Management

960 Canterbury Place, Escondido, CA 92025
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Vector Financial Solutions, Inc logo
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Vector Financial Solutions, Inc

139 East 3rd Avenue, Escondido, CA 92025
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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 logo
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Wollman Wealth Designs

144 South Grape Street, Escondido, CA 92025
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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