Laurels
Best Financial
Advisors in
San Diego
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in San Diego, CA.

ReviewedCuratedTop Picks31319520

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Blake Gallion

Blake Gallion provides San Diego-area customers with customized investment management and financial planning services. Clients will find that the Certified Financial Planner is effective, purposeful, and efficient in his approach to helping clients understand, plan, and invest for a successful financial future. Blake Gallion advises with the highest level of integrity, as well incorporates faith-based principles in advisory services.

San Diego, CA(858) 805-1022

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Bull Oak Capital

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.

San Diego, CA(619) 618-2423

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Creative Capital Management

Creative Capital Management concentrates on providing clients with highly personalized, proactive financial planning and investment management services. San Diego clients can rely on the fee-only advisory firm to employ Certified Financial Planner professionals that deliver empowering tools, strategies, and expert guidance. Creative Capital Management genuinely cares about the financial security of individuals, families, professionals, and business owners and commits to offering plans that yield results.

San Diego, CA(619) 298-3993

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Define Financial

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.

San Diego, CA(619) 577-4002

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Donnelly Wealth Advisors

Donnelly Wealth Advisors provides financial life planning to their San Diego-area clients. Their process goes beyond the typical financial planning engagement to understand their client’s true life goals, priorities, and values. The firm focuses on serving retirees, small business owners, and corporate executives who need a trusted partner to help make smart financial life choices. Clients can rely on Donnelly Wealth Advisors for expertise in a range of financial areas including retirement distribution plans, business transitions, stock option planning, and establishing family legacies for generations.

San Diego, CA(858) 622-9009

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DRR Family Wealth Management

DRR Family Wealth Management features well-credentialed, experienced planners passionate about providing high net worth clients with expert advice. The dedicated team of professionals has decades of experience guiding San Diego-area clients in areas of wealth management, financial planning, and investments. DRR Family Wealth Management makes customer satisfaction a top priority by delivering strategies to help clients reach financial goals and achieve peace of mind.

San Diego, CA(858) 485-8547

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Duncan Financial

Duncan Financial has been assisting clients in pursuit of financial goals for over 30 years. Individuals and business owners can look to the financial professionals for advice designed to meet short and long-term investment and retirement goals. The San Diego-area financial advisory firm features experts with comprehensive knowledge in core areas of financial planning, wealth and investment management, retirement portfolio review, and more.

San Diego, CA(760) 476-1560

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Financial Planning Consultants

Financial Planning Consultants have over 40 years of experience providing clients with independent, unbiased advice and recommendations. The San Diego-area, independent wealth management firm specializes in customized strategies that endure milestones of life. Clients can rely on the professionals at Financial Planning Consultants to create strategies that effectively build, protect, and preserve assets.

San Diego, CA(619) 291-7974

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Overland & Shanahan Wealth Advisors

Overland & Shanahan Wealth Advisors concentrate on providing clients with comprehensive, effectual, and objective financial advice. The San Diego-area firm employs a team of advisory professionals to help clients in a range of areas including investment, retirement, and estate planning. The trusted firm specializes in creating personalized plans to ensure stability and independence in every aspect of a clients’ financial life.

San Diego, CA(858) 792-7027

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Planning Within Reach

Planning Within Reach features a team of financial and tax planning professionals with a passion for helping clients take control of their finances. The San Diego-area advisory firm specializes in providing comprehensive financial plans that cover the entire spectrum of planning needs including education, investment advice, insurance recommendations, and retirement strategies. Clients can rely on the experts at Planning Within Reach to provide the most effective solutions in a commission-free environment.

San Diego, CA(619) 567-9306

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Premier Wealth Advisors

Premier Wealth Advisors commit to providing professional services with the highest level of integrity and objectivity. The San Diego-area firm features a team of financial professionals with a high degree of expertise in wealth management services. Premier Wealth Advisors offers an array of options to help clients improve financial well-being including investment management, financial, estate, tax, and charitable planning. Clients can rely on the trusted firm to create customized strategies that yield results.

San Diego, CA(619) 501-1184

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Rowling & Associates

Rowling & Associates focus on providing clients with tax efficient investment management and financial planning services. The San Diego-area advisory firm commits to helping clients take control of their financial futures with planning advice that is easy to understand. Clientele from all walks of life can rely on the professionals at Rowling & Associates to bring knowledge, experience, and integrity to the table.

San Diego, CA(619) 295-0200

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Safeguard Investment Advisory Group

Safeguard Investment Advisory Group is expert at safely and securely developing clients’ assets with personalized, custom solutions. Clients can rely on the seasoned team of investment advisors to provide the most up-to-date and honest financial advice for any given situation. Safeguard Investment Advisory group employs a team of financial professionals with extensive knowledge and a keen understanding of financial markets to help clients meet their goals.

San Diego, CA(858) 412-4374

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San Diego Wealth Management

San Diego Wealth Management features skilled financial planners with a passion for helping clients reach lifestyle goals. The San Diego-area firm specializes in employing innovative, creative approaches to traditional financial planning and money management. Clients can rely on San Diego Wealth Management to deliver the tools that yield a healthier, more fulfilling life.

San Diego, CA(858) 270-7705

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Sentinel Financial Advisors

Sentinel Financial Advisors are trusted professionals with a passion for helping clients from all walks of life regardless of net worth. The San Diego-area financial advisory firm specializes in identifying objectives and risk tolerances to create the most appropriate plan for individual client concerns. Sentinel Financial Advisors focuses on providing fee-based asset management services that always place client needs above all else.

San Diego, CA(858) 201-6844

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Trilogy Financial

Trilogy Financial has been providing San Diego-area clients with the highest level of service and advice for nearly 20 years. The firm employs innovative tools and technology to illustrate how various choices affect a clients’ future. Customers can rely on the firm’s trusted forward thinking advisors to remain abreast of financial trends and deliver the most sound strategies for investment and planning.

San Diego, CA(858) 755-6696

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Vistica Wealth Advisors

Vistica Wealth Advisors concentrates on providing San Diego-area clients with customized, integrated financial plans to suit individual needs and goals. The family-focused practice features seasoned financial wealth professionals with the experience and knowledge to deliver strategic, unbiased advice. Vistica Wealth Advisors serve a range of clientele including professionals, pro athletes, retirement plan sponsors, and institutional trustees. The firm welcomes all clients seeking to build, enjoy, and safely transfer generational wealth.

Carlsbad, CA(760) 854-4003

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Wealth Quest Partners

Wealth Quest Partners commits to helping clients accumulate, preserve, and distribute wealth. The San Diego-area financial advisory firm specializes in providing planning and investment management services that enable individuals and business owners to identify, prioritize, and achieve financial goals. Wealth Quest Partners features a dedicated and knowledgeable team of financial advisors with the experience and expertise to deliver objective analysis and unbiased advice.

San Diego, CA(858) 433-7002

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Weatherly Asset Management

Weatherly Asset Management has been providing professional financial advice to high net worth individuals for more than 20 years. The San Diego fee-only investment advisory firm maintains a team of experts skilled at offering a range of unique solutions to help clients meet financial goals. Weatherly Asset Management commits to delivering superior client service to women, working wealthy, entrepreneurs, and small business owners.

Del Mar, CA(858) 259-4507

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Wilsey Asset Management

Wilsey Asset Management focuses on helping clients to identify and achieve goals for a financially sound, independent future. The San Diego-area firm strives to deliver the highest level of service and provide guidance that yields attractive returns on investments. Clients can rely on the experienced team of financial professionals to employ hands-on financial guidance and maintain a common sense approach to investing.

San Diego, CA(800) 769-4573

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