Best Financial Advisors in San Diego

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Grace Wealth Management Group, Inc. logo
FEATURED

Grace Wealth Management Group, Inc.

San Diego, CA
Visit WebsiteWebsite

Business Description

Grace Wealth Management Group, Inc. is a full-service financial company that offers multiple services and products to San Diego residents. The company has more than two decades of financial planning experience. In addition, the firm holds local workshops to educate people about their financial futures. The company focuses on investment management, financial planning, long-term retirement planning, and insurance products for individuals and families, as well as business planning strategies and multiple employees, benefits plans for business owners.

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

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
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

San Diego, 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
––

Price: Free consultation

Bull Oak Capital logo
Visit WebsiteWebsite

Bull Oak Capital

San Diego, CA 92101
Visit WebsiteWebsite

Business Description

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.

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 (5)

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
CURO Financial and Insurance Solutions, LLC logo
Visit WebsiteWebsite

CURO Financial and Insurance Solutions, LLC

4660 La Jolla Village Dr #300, La Jolla Centre I, San Diego, CA 92121
Visit WebsiteWebsite

Business Description

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 logo
Visit WebsiteWebsite

Define Financial

San Diego, CA 92101
Visit WebsiteWebsite

Business Description

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.

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 (3)

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
Dowling & Yahnke Wealth Advisors logo
Visit WebsiteWebsite

Dowling & Yahnke Wealth Advisors

12265 El Camino Real, San Diego, CA 92130
Visit WebsiteWebsite
  • Estate Planning

Business Description

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.

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
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
Entrust Wealth Advisors logo
Visit WebsiteWebsite

Entrust Wealth Advisors

12760 High Bluff Drive, San Diego, CA 92130
Visit WebsiteWebsite
  • Retirement Planning

Business Description

Entrust Wealth Advisors is a private and independent financial advisory firm serving clients in San Diego. It offers an assortment of financial planning and wealth management services, including asset allocation, tax management, and risk management. The firm also serves as a fiduciary that connects clients to providers and technologies to protect assets and wealth. Daniel A. Conners, co-founder and managing partner, has over 35 years of experience in the financial services industry. Conners has helped clients in navigating economic cycles and market conditions.

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
EP Wealth Advisors logo
Visit WebsiteWebsite

EP Wealth Advisors

3655 Nobel Drive, San Diego, CA 92122
Visit WebsiteWebsite
  • Estate Planning
  • Tax Planning

Business Description

EP Wealth Advisors is a financial consultancy firm serving San Diego and its surrounding areas. Established in 2004, it offers personalized investment management solutions and develops financial plans that meet clients' needs and goals. Services include property and casualty insurance review, real estate investment analysis, tax projections, and social security analysis. It also assists with estate and retirement planning. EP Wealth Advisors is made up of over 80 CFA and CFP professionals. The company has been featured in publications such as the Financial Times and Forbes.

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
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
Epstein & White logo
Visit WebsiteWebsite

Epstein & White

9740 Appaloosa Road, San Diego, CA 92131
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

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
Google
4.0 / 5 (7)

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
Financial Alternatives logo
Visit WebsiteWebsite

Financial Alternatives

7825 Fay Avenue, La Jolla, CA 92037
Visit WebsiteWebsite

Business Description

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.

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 (2)
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
GROW Funds LLC logo
Visit WebsiteWebsite

License Verified:

License: 269960

Investment Adviser Public Disclosure Database, SEC

GROW Funds LLC

4275 Executive Square, Suite 335, La Jolla, CA 92037
Visit WebsiteWebsite
  • Retirement Planning
  • Personal Wealth Advisor
  • Certified Financial Analyst (CFA)

Business Description

GROW Funds is a Registered Investment Advisory firm located in La Jolla, California, specializing in individual stock selection and active portfolio management. We are institutional investors for individuals. With over 100 years of combined experience and thousands of satisfied clients, GROW Funds is a solid pillar in the investment world.

License Verified:

License: 269960

Investment Adviser Public Disclosure Database, SEC

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
Google
5.0 / 5 (4)

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
Next Gen Financial Planning logo
Visit WebsiteWebsite

Next Gen Financial Planning

2020 Camino Del Rio North, San Diego, CA 92108
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

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.
4.9
Facebook
5.0 / 5 (25)
Yelp
4.5 / 5 (8)
Google
5.0 / 5 (7)

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
North Financial Advisors logo
Visit WebsiteWebsite

North Financial Advisors

704 J Street, San Diego, CA 92101
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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 logo
Visit WebsiteWebsite

One Degree Advisors

8880 Rio San Diego Drive, Suite 1000, San Diego, CA 92108
Visit WebsiteWebsite

Business Description

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.

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
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
Pacific Wealth Management logo
Visit WebsiteWebsite

Pacific Wealth Management

11512 El Camino Real, San Diego, CA 92130
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

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.
3.9
Google
3.0 / 5 (7)

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
Platt Wealth Management logo
Visit WebsiteWebsite

Platt Wealth Management

3838 Camino Del Rio North, San Diego, CA 92108
Visit WebsiteWebsite
  • Private Wealth Advisor
  • Retirement Planning

Business Description

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.

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
Google
5.0 / 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
Pure Financial Advisors logo
Visit WebsiteWebsite

Pure Financial Advisors

3131 Camino del Rio N Ste 1550, San Diego, CA 92108
Visit WebsiteWebsite

Business Description

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.

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

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
Reilly Financial Advisors logo
Visit WebsiteWebsite

Reilly Financial Advisors

7777 Alvarado Road, La Mesa, CA 91942
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Founded in 1999, Reilly Financial Advisors caters to clients in San Diego who want to oversee their present finances and plan for the future. It helps individuals manage their wealth by creating strategies and insurance analysis. It also offers estate planning services to assist clients in protecting their properties and leaving their legacies to their heirs. Additionally, it is also available for tax planning and preparation services. The company's chairman emeritus, Don Reilly, has been in the financial planning industry since the mid-1970s.

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
Satori Wealth Management logo
Visit WebsiteWebsite

Satori Wealth Management

501 West Broadway, Suite 1620, San Diego, CA 92101
Visit WebsiteWebsite

Business Description

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.

Seapoint Wealth Advisors logo
Visit WebsiteWebsite

Seapoint Wealth Advisors

12626 High Bluff Drive, San Diego, CA 92130
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Seapoint Wealth Advisors is an independent firm that offers a financial plan that is tailored for each client's financial condition and considers both short- and long-term goals. Serving San Diego and the rest of the state, the team of financial advisors collaborates with the client's professional network—including the client's CPA, mortgage broker, estate planning attorney, and insurance specialists—to ensure a holistic approach. Seapoint Wealth Advisors' president and founder, Chad Taylor, has been in the industry for more than two decades.

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
Shar Marc Financial Advisors, Inc. logo
Visit WebsiteWebsite

Shar Marc Financial Advisors, Inc.

11770 Bernardo Plaza Court, San Diego, CA 92128
Visit WebsiteWebsite
  • Estate Planning
  • Tax Planning

Business Description

SharMarc Financial Advisors, Inc., provides services to clients residing in San Diego and the neighboring communities. It offers various financial planning services to help individuals, business owners, and families pursue their short- and long-term financial goals. These services include tax and investment management, estate conservation, insurance and annuity, and retirement strategies. One of its financial advisors, Sharon Peterson, specializes in divorce, estate, budget, and educational planning services. Peterson has been in the industry for more than 30 years.

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
Stifel logo
Visit WebsiteWebsite

Stifel

16870 West Bernardo Drive, San Diego, CA 92127
Visit WebsiteWebsite
  • Estate Planning
  • Retirement Planning

Business Description

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.

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
Google
5.0 / 5 (3)

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
Tru Financial logo
Visit WebsiteWebsite

Tru Financial

444 West C Street, San Diego, CA 92101
Visit WebsiteWebsite
  • Estate Planning
  • Retirement Planning

Business Description

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.

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
Google
5.0 / 5 (70)
Facebook
5.0 / 5 (16)
Yelp
5.0 / 5 (12)

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
Wealth Legacy Group, Inc. logo
Visit WebsiteWebsite

Wealth Legacy Group, Inc.

4540 Kearny Villa Road, Suite 114, San Diego, CA 92123
Visit WebsiteWebsite

Business Description

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.

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
Google
5.0 / 5 (11)
WorthPointe logo
Visit WebsiteWebsite

WorthPointe

4445 Eastgate Mall, San Diego, CA 92121
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

Back to Providers

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).

Read All FAQS