Best Financial Advisors in San Diego

Bull Oak Capital provides a range of professional services that help clients to meet personal financial goals. The San Diego-area, financial planning firm commits to delivering excellent customer service by supplying an easy-to-understand business model and fee transparency. Bull Oak Capital specializes in offering comprehensive financial planning and sophisticated portfolio management services.

CURO Financial and Insurance Solutions, LLC is a company of certified financial planners serving clients in San Diego and beyond. Experts at this firm help individuals and families understand their unique financial positions and how this can affect their long-term goals. Once income and expenses have been identified, they work together with clients in investment planning, retirement planning, estate planning, tax planning, education planning and protection planning. CURO Financial and Insurance Solutions, LLC also helps clients with the implementation of strategies, offering several investment and insurance strategies

Define Financial specializes in taking a modern approach to financial planning and investment management. The San Diego-area, fee-only financial advisor welcomes individuals, businesses, and institutions seeking a greater understanding of their finances. Define Financial commits to providing clients with the highest level of service and care by using industry-leading technology to view plans in an easy-to-understand format. Busy professionals and retirees can rely on the Certified Financial Planner team to deliver sound business and retirement solutions in a commission-free environment.

Dowling & Yahnke Wealth Advisors offers financial guidance to individuals in and near San Diego. The company's financial advisors help clients create holistic plans that meet their needs, whether for retirement goals, managing inheritance, or building a business. Their expertise covers investments, college savings, charitable giving, and executive compensation strategies. Matthew R. Adams, the firm's lead advisor, is a certified public accountant, certified financial divorce analyst, and Certified Financial Planner. He carries 15 years of experience in the financial services industry.

Located in San Diego, Epstein and White, Proudly A Part of Mercer Advisors is a financial company that serves individuals in the metro. Its independent advisors help its clients strategize for their future by customizing a plan centered around their wants, needs, and goals. The business' services include asset protection, wealth management, legacy planning, social security planning, and retirement income planning. The founder of Epstein and White, Proudly A Part of Mercer Advisors, Brad White, is a Certified Financial Planner and has appeared locally on television stations like CBS and Fox News.

Financial Alternatives is a financial advisor firm serving professionals and families in San Diego. Since its establishment in 1991, the firm has helped clients stay wealthy and later, pass on wealth effectively. The advisors gather relevant information and seek to understand financial goals in the short- and long-term periods. Clients receive personalized advice and assistance to develop investment and management strategies. The firm also collaborates with other professionals, including accountants and lawyers, to help clients make the best decision.

Next Gen Financial Planning is a wealth management firm that renders its services for residents in San Diego. The business aids working professionals in making better financial decisions and achieving their financial goals. Its team assists clients with estate planning, student loan planning, asset protection, tax management, investment management, and cash flow and debt management. Moreover, the company serves individuals nationwide through virtual meetings. The founder of Next Gen Financial Planning, Steven Fox, is a registered investment advisor in California.

North Financial Advisors is a financial planning firm serving San Diego clients. It offers a wide range of services including comprehensive financial planning, investment management, and business planning. Mini financial planning sessions are also available virtually for young professionals and individuals who want to initiate immediate action for their budget and financial goals. The firm's founder, Cady North, spent 10 years advising high-level executives at Fortune 500 companies. She published a book, called "The Resiliency Effect", which helps readers realize their goals through exercises and advice.

One Degree Advisors is wealth management firm based in San Diego. Each advisor is a Certified Financial Planner and adheres to fiduciary standards. The firm's agents seek to understand the values and priorities of families, develop investment and financial plans, and provide guidance throughout the execution process. Their services cover financial and tax planning, developing intelligent investment portfolios, and coaching families through multi-generational planning. President Audrey Coleman is a member of the Financial Planning Association.

Established in 1998, Pacific Wealth Management is a financial advisory firm that serves individuals, families, and businesses in San Diego and the surrounding communities. It offers a wide variety of services, including asset management, cash flow analysis, dependent assistance, risk management, and tax planning. Additionally, it offers retirement planning solutions, such as beneficiary designations, needs analysis, and Social Security planning. James C. Kuntz, the managing director, has been working in the financial industry since 1982.

Platt Wealth Management provides San Diego residents with a variety of financial planning services. These services range from education and retirement planning to tax strategies. It also helps clients establish long-term goals for their investment portfolios and allocate assets in line with those goals. In addition, its staff monitors and rebalances the client's portfolio as necessary. Founder Jeff Platt is a member of the Financial Planning Association and the Investment Committees of the United Way of San Diego.

Pure Financial Advisors is a San Diego-based financial advisory firm that specializes in helping clients build strong portfolios to prepare for their future. Its team of advisors works directly with clients to discuss their specific financial and retirement goals and objectives. They use this information to help develop customized strategies that maximize their income while minimizing their tax burden. Its fee-only services also include tax and estate planning, risk management consulting, and cash flow analysis.

Satori Wealth Management provides personalized financial planning and investment management services to professionals, business owners, and families in the San Diego area. Its team of expert financial advisors specializes in retirement, cash flow, tax, and wealth transfer and protection planning. Their investment management services are inclusive of tolerance band rebalancing, asset location, and tax loss harvesting. The company's process involves gathering data and laying out the clients' goals, reviewing financial statements and assessing options, creating and implementing strategies, and continuous planning and monitoring.

Stifel is a consulting and advisory firm that offers financial advice to the residents of the San Diego metro and other nearby locations. Its team designs a personalized wealth management approach according to the individual's needs and long-term financial goals. The company provides wealth planning, estate and tax planning, retirement planning, annuity solutions, and insurance solutions. Its team also aids in selecting, monitoring, and managing its clients' investments. Stifel has been helping customers for more than a century.

TruFinancial is a consulting and advisory firm in San Diego that renders its services in the metro and its surrounding areas. The independent company provides a range of products to help individuals achieve their financial goals. Its team helps its clients plan for their insurance, education savings, supplemental investment, retirement, and post-retirement. In addition, the business offers tax, budgeting and cash flow, and debt and credit management services. TruFinancial was founded by Daniel Meyers in 2016.

Wealth Legacy Group, Inc., is a financial advisor that serves clients in San Diego. It helps clients in various areas of wealth management, including wealth building, asset protection, and wealth distribution. It can also create business succession and exit strategies for entrepreneurs and their families. Founder R. J. Kelly is a registered investment advisor who has more than 33 years of experience in the financial services industry. He is also well-versed in the different financial planning needs of closely-held businesses.

WorthPointe is a financial planning firm with a location in San Diego. Its staff provides clients with financial planning services, ranging from asset protection and insurance to estate planning. The firm also assists clients in planning out contributions to charitable organizations. In addition, it helps businesses develop employee retirement plans. WorthPointe was named as one of America's top next-generation wealth advisors by Forbes. Its founder, Christopher Van Slyke, has been active in the financial services industry since 1992.