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Best Financial Advisors in San Marcos

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2424 Verano Way, Vista, CA 92081
Vista, CA 92081
  • Estate Planning
  • Finance Planning

Founded in 2020, Birchwood Capital offers its services in the San Marcos metro and nearby areas. It helps individuals and families achieve financial security through its comprehensive financial planning and investment management solutions. The company provides customized portfolios suited to clients' needs. Its financial advisors also deal with tax planning services. Birchwood Capital works with various investment management firms, including Dimensional and Vanguard. Its founder and president Stephen Nelson is a member of the XY Planning Network.

2424 Verano Way, Vista, CA 92081
Vista, CA 92081

Website(760) 230-3893

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4747 Executive Drive, Suite 1010, San Diego, CA 92121
San Diego, CA 92121
  • Financial Planning

Serving San Marcos, Bull Oak Capital's experienced financial advisor provides personalized investment management and financial planning strategies to retirees, professionals, and business owners. The firm conducts a thorough review of a client's financial status and proceeds with creating and implementing a custom-made plan to help reach long-term financial goals. Investment News recently named Ryan A. Hughes, the firm's founder, as one of its 2021 40 Under 40. Bull Oak Capital was also named one of the fastest-growing firms by Wealth Management magazine.

4747 Executive Drive, Suite 1010, San Diego, CA 92121
San Diego, CA 92121

Website(858) 999-3550

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

217 Via La Paz, San Marcos, CA 92078
San Marcos, CA 92078
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Cheryl Callen, CPA, offers various services to guide clients in San Marcos in achieving their financial objectives. It is an accounting and bookkeeping firm that also caters to clients' needs for tax preparation and financial planning. It aids individuals in the building and preservation of wealth, assisting them with retirement planning, college savings, debt management, and passing legacy to heirs. Callen, who is also a financial advisor, previously worked as an income tax auditor for the Idaho State Tax Commission.

217 Via La Paz, San Marcos, CA 92078
San Marcos, CA 92078

Website(760) 798-1599

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2710 Loker Ave W #230, Carlsbad, CA 92010
Carlsbad, CA 92010
  • Financial Planning

Serving clients in the San Marcos area, Frank Financial Advisors offers comprehensive retirement planning, investment advisory, and financial planning services. Founded in 2003, the firm offers independent and personalized financial advice to clients. Consultations are offered to understand clients' goals and current financial situation prior to crafting financial plans and investment strategies. Company president and CEO Todd E. Frank is a CPA and a certified Personal Financial Specialist. Frank's clientele includes doctors, executives, lawyers, and other professionals.

2710 Loker Ave W #230, Carlsbad, CA 92010
Carlsbad, CA 92010

Website(760) 438-3360

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011
  • Retirement Planning

GFH Financial helps individuals and commercial clients in San Marcos achieve their economic goals. With over 20 years of experience, its financial advisors tailor strategies for wealth accumulation, tax planning, insurance coverage, and budgeting. The company also assists customers in matters related to retirement and estate planning. GFH Financial was established and is led by Gregg Himfar, a Certified Financial Planner. Himfar began his career in the financial industry as an internal wholesaler at American Skandia, now known as Prudential, in Connecticut.

2131 Palomar Airport Road Suite 214, Carlsbad, CA 92011
Carlsbad, CA 92011

Website(760) 448-6440

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Financial Planning

Intelligence Driven Advisers offers a range of services to promote the financial well-being of clients in San Marcos. The firm offers financial planning, investment, and wealth management services. Its advisors inform individuals on how to protect and grow assets like a home, retirement fund, or savings. In addition, they provide fiduciary advice on 401k retirement plans. Managing director David Brasfield is a Chartered Retirement Plans Specialist. He has been working for the organization's wealth and retirement planning for private clients and plan participants since 1996.

6128 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 707-5555

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: --

11440 W Bernardo Ct Suite 290, San Diego, CA 92127
San Diego, CA 92127
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Nautica Wealth Advisors is a financial services company that serves the San Marcos area. Its team develops financial plans for clients, which involve learning about their goals, organizing financial data, building investment portfolios, and continuously monitoring and reviewing plans. The financial advisors also educate retirees on possible income sources such as savings, investments, and retirement plans. Jayne M. Byrne, one of the firm's wealth advisors, started working in the financial industry in 1980. She is a member of the Financial Planning Association of San Diego.

11440 W Bernardo Ct Suite 290, San Diego, CA 92127
San Diego, CA 92127

Website(858) 256-7020

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

955 Boardwalk, Suite 203, San Marcos, CA 92078
San Marcos, CA 92078
  • Estate Planning

Pacific Financial Group is an advisory firm serving San Marcos. One of its associates, David Simpson, is a Certified Financial Planner who has been preparing income tax returns since 1995. He offers financial planning services, which include developing a customized program that suits the client's specific needs and financial goals. Through the firm's affiliations, Simpson allows the clients access to a wide array of resource lists, including stocks, bonds, and annuities. He is also an IRS Enrolled Agent and a Chartered Financial Consultant.

955 Boardwalk, Suite 203, San Marcos, CA 92078
San Marcos, CA 92078

Website(760) 548-3246

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

44 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

955 Boardwalk Suite 203, San Marcos, CA 92078
San Marcos, CA 92078
  • Tax Preparation
  • Estate and Trust Specialist
  • Finance Planning

Pacific Tax & Financial Group serves the financial planning needs of individuals in and around San Marcos. With more than 25 years of experience in the business, the firm aims to help clients attain financial security through its broad range of financial planning solutions. This includes tax planning, business counseling, and estate planning. One of the firm's financial advisors, David Simpson, is an IRS Enrolled Agent and a Life Insurance Agent who has been preparing income tax returns since 1995.

955 Boardwalk Suite 203, San Marcos, CA 92078
San Marcos, CA 92078

Website(760) 471-2040

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

149 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

999 Corporate Dr, Ste 255, Ladera Ranch, CA 92694
Ladera Ranch, CA 92694
  • Financial Planning

Prudent Investors provides financial guidance to individuals, families, and fiduciaries in San Marcos. The firm helps its clients identify their financial goals in order to recommend opportunities that may enhance their final outlook. Some of the services it offers include long-term care insurance, investment management, estate administration, tax estimate and documentation, and monitoring of legislative changes. Jeremy Lau, a Certified Financial Planner and Chartered Financial Analyst, is the firm's current president and chief investment officer.

999 Corporate Dr, Ste 255, Ladera Ranch, CA 92694
Ladera Ranch, CA 92694

Website(760) 597-9255

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

533 S Vinewood St, Escondido, CA 92029
Escondido, CA 92029
Instagram

RetirementDNA serves clients in San Marcos and the surrounding metros. It helps individuals and business owners craft financial and retirement plans, as well as provides assistance in managing their investments. Its team of advisors work with their clients in developing strategies and solutions focused on achieving financial wellbeing. Managing director Daniel Dubois has more than 25 years of financial industry experience. One of the firm's financial advisors, Michael McDade, has earned the Certified Financial Planner designation.

533 S Vinewood St, Escondido, CA 92029
Escondido, CA 92029

InstagramWebsite(858) 216-4144

Show Number
6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management
  • Chartered Financial Analyst (CFA)

Since 2011, Seaside Wealth Management has been helping residents in San Marcos. It guides a wide range of clients, including business owners and working professionals, in the process of financial planning. The company has experience advising individuals on issues involving tax and education planning. It also builds investment portfolios and uses an academic research-based approach to obtain long-term returns for clients. The company's founder, Brad Lineberger, was a board member of the San Diego Financial Planning Association. He teaches retirement planning at MiraCosta College.

6154 Innovation Way, Carlsbad, CA 92009
Carlsbad, CA 92009

Website(760) 730-8120

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

120 Birmingham Drive, Suite 240F, Cardiff by the Sea, CA 92007
Cardiff by the Sea, CA 92007
  • Finance Planning

Seawise Financial is a fiduciary firm that has been in the industry for more than two decades. It provides retirement planning, tax advice, and investment management services to San Marcos retirees and mid to late-career professionals who want to prepare for retirement. It also offers savings and cashflow planning, college planning, insurance and real estate reviews, and employee stock option analysis. The firm has been featured in CNN Business, Associated Press, The Washington Post, Fox Business, Bankrate, and TheStreet.

120 Birmingham Drive, Suite 240F, Cardiff by the Sea, CA 92007
Cardiff by the Sea, CA 92007

Website(619) 738-3079

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4540 Kearny Villa Road, San Diego, CA 92123
San Diego, CA 92123
  • Estate Planning
  • Retirement Planning

Wealth Legacy Group, Inc., is a San Diego-based company that serves clients throughout San Marcos and its neighboring communities. It offers financial planning services using The Wealth Legacy Assessment™ to evaluate clients' current financial standing and provide recommendations for financial management. It helps clients in matters involving investments and financing, retirement, risk management and reduction, and estate planning. R. J. Kelly, company founder, is a registered investment advisor with over three decades of industry experience. He also holds a Chartered Financial Consultant designation.

4540 Kearny Villa Road, San Diego, CA 92123
San Diego, CA 92123

Website(858) 569-0633

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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