The Best Financial Advisors in San Diego

Here is our List of the 10 San Diego Financial Advisor
Grace Wealth Management Group, Inc.

As a financial advisor in Irvine, CA, we specialize in retirement planning and investment management. We offer a comprehensive and customized financial road map to help Retirees feel peaceful about their finances in their golden years.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

In addition to offering over 24 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine’s top dining spots such as Il Fornaio’s and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment!

Products and services include:
  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

 

19782 MacArthur Boulevard Suite 320 Irvine
Bull Oak Capital

Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest-growing firms in the nation. We provide wealth management services to retirees, working professionals, and business owners in the San Diego region.

OUR APPROACH SETS US APART

BULL OAK CAPITAL IS DIFFERENT BECAUSE WE TAKE THE TIME TO DESIGN MULTIPLE FINANCIAL SCENARIOS TO HELP YOU ACHIEVE TRUE FINANCIAL INDEPENDENCE

We take a comprehensive, financial planning-led approach that considers your income, net worth, taxes, family, passive income sources, and more. By creating multiple financial planning scenarios, we can identify which decisions drive optimal outcomes. We feel that this is the only way to make well-informed financial decisions.

We construct our client portfolios based on rigorous market research, not client goals. At first, this may sound counter-intuitive as many financial advisors will construct a portfolio around a client’s life. However, their approach has a major flaw – the markets are completely extraneous to investor goals and needs. Put simply, the stock and bond markets are indifferent whether or not you plan to retire soon or if you intend to leave a legacy. The markets will do what they must without any concern for your life goals. Furthermore, those advisors that build a customized portfolio for each of their clients will soon have a major problem on their hands – they will not be able to effectively manage hundreds of unique portfolios.

We firmly believe that an approach based on research is better suited to client needs. Our investment portfolios are built on decades of market study and time-tested approaches. We can then offer 5 risk-tolerance versions of that portfolio based on the needs of your financial plan, ranging from the Aggressive Portfolio to the Conservative Portfolio.

 

4747 Executive Drive, Suite 1010 San Diego
Creative Capital Management

WE HELP YOU ARTICULATE YOUR FINANCIAL DREAMS

CCMI provides fee-only financial planning and investment management services to individuals, families, and business owners. The firm continues to honor the Eddy’s original values of focusing on excellent service and putting clients’ interests above all else while introducing innovative systems and philosophies to support new generations of advisors and investors. With our team’s combination of experience and relative youth, CCMI can continue to serve clients for decades to come.

OUR VALUES

WE PUT OUR CLIENTS FIRST.

In everything we do, we place our clients’ trust, needs, partnership and success above all else.

WE STRENGTHEN OUR TEAM AND COMMUNITY.

Through continual learning, we can provide the highest level of service and solutions so our clients can make the best-informed decisions for themselves and their families.

WE HOLD OURSELVES ACCOUNTABLE.

We strengthen our team by encouraging work-life balance, modeling this for our clients, and encouraging charitable outreach among our employees.

WE PROVIDE A BOUTIQUE FIRM EXPERIENCE.

It’s our responsibility to share advice that focuses on enhancing our clients’ lives and giving them peace of mind.

WE MAINTAIN A PERSONAL TOUCH.

We’re committed to delivering excellence and professionalism with a personalized approach that feels like family.

8880 Rio San Diego Dr Suite 1150
Duncan Financial

Duncan Financial is an independent financial services firm committed to providing its clients with a straightforward approach to investment planning. They deliver Independent Investment Advice that is designed to help investors meet their short-term and long-term investment and retirement goals, uncompromised by proprietary interests. As a fiduciary, Duncan Financial is required to provide advice that is in its clients’ best interests. This is the highest standard of investment advice, a standard that the traditional Wall Street firms, your bank, mutual fund companies and insurance companies are not required to uphold.

Duncan Financial has an investment philosophy that reflects a firm belief that minimizing its clients’ exposure to investment losses is vital to designing stable portfolios. After all, any investment decline requires a greater percentage gain just to get back to even. By employing a combination of strategic and tactical approaches, Duncan Financial strives to reduce the volatility that comes with many traditional investments, leading to the creation of portfolios that provide more predictable investment returns.

The advisors at Duncan Financial have helped guide hundreds of clients seamlessly into retirement. But their responsibilities don’t end there. Duncan Financial manages investment portfolios with a primary goal of providing its clients with an income designed to not only last for the rest of their lives, but to preserve those portfolios for future generations, charities, or for whomever their clients wish.

5973 Avenida Encinas Suite 210 Carlsbad
Financial Planning Consultants

Financial Planning Consultants Wealth Management, Tailored to You.

Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. From investment management and retirement savings strategies to estate conservation and college savings plans, we offer customized financial planning coupled with objective advice and recommendations. With more than four decades of experience, we are established in our San Diego community and take pride in our strong relationships with clients and their potential generations.

Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones of life. Based in Mission Valley, we work with clients in our local San Diego community, as well as throughout Southern California and many U.S. states.

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

1450 Frazee Rd. STE. 308 San Diego
Overland & Shanahan Wealth Advisors

WE SPECIALIZE IN WORKING WITH BUSINESS OWNERS & CORPORATE EXECUTIVES PREPARING FOR, AND TRANSITIONING THROUGH, A “WORK OPTIONAL” LIFESTYLE.

FINANCIAL PLANNING FOR BUSINESS OWNERS

At Overland and Shanahan Wealth Advisors, we can customize a financial plan that integrates your business with your personal financial goals and objectives while also allowing you to outsource the tedious responsibilities that come with having a complex financial situation. We specialize in succession planning, qualified retirement plans, charitable planning strategies and investment management.

FINANCIAL PLANNING FOR CORPORATE EXECUTIVES

At Overland & Shanahan Wealth Advisors, we have experience in assisting executives in stock option/RSU planning, concentrated stock position risk management, retirement planning and complex estate planning strategies. Give your finances the attention they deserve.

 

12520 High Bluff Drive, Suite 120 San Diego
Planning Within Reach

Fiduciary and Fee-Only Financial Planning Firm

PWR offers one-time comprehensive financial planning, impact-focused investment management and tax preparation services. We are based in San Diego, CA but work with clients worldwide. Our clients are busy professionals and impact investors looking to generate a positive environmental and social return alongside their financial return.

Financial Advisory Services That Save You Time

Custom Financial Advice

A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.

Investing With An Impact

Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Seamless Tax Preparation

Our Tax Preparation services are ideal for families and individuals who do not have the time or confidence to prepare their own taxes or who have received sub-par service from their current tax preparer.

San Diego, CA 92123
Pure Financial Advisors

Experience the Pure Difference

With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead.

We’ve Got You Covered

It’s not just about your money, it’s about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, our team of Certified Financial Planners™ can help you get the right information so you can make the best decisions for your financial future. Here’s what’s included in your free assessment:

  • Clearly define your financial and retirement plans, goals, and objectives
  • Strategies to increase income
  • Strategies to minimize taxes
  • Assess portfolio for alignment of financial goals with investments
  • Create realistic expectations
3131 Camino del Rio N Ste 1550 San Diego
Sentinel Wealth Management

Sentinel Wealth Management specializes in providing investment and risk management product advice to individuals and small organizations.

Sentinel’s mission is to provide mathematical fact-based finance advice which is provided with the belief of “Doing What Is Right.” Not only ethically, but analytically. Sentinel’s advice is focused on market facts, scholarly research, and analytics. Sentinel offers advice any client with the potential to save for the future, regardless of net worth. Sentinel offers guidance on saving, planning, and investing for growth. Sentinel derives value from your individual success.

Financial planning is the process of analyzing your current financial situation, then creating, implementing, and monitoring a plan to reach your financial goals. When financial planning, Sentinel follows the CFP® Board of Standards Processes and Procedures to provide unbiased, objective advice, holding the fiduciary standard with the utmost regard. Our advice will be supported by objective data and calculations, always placing your best interests first.

Financial Planning Topics Include:

  • Financial Statement Preparation and Analysis
  • Cash Flow and Budget Analysis
  • Insurance Planning and Risk Management
  • Employee Benefits Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
7801 Mission Center Ct, Suite #101 San Diego
Trilogy Financial

We don’t just invest, we coach.

Every day, with every piece of advice, we empower our clients to live wealthy.
Our clients know that they have not just one Advisor, but a team behind them because collaborative and fresh ideas are the key to giving our clients the best guidance. Our Financial Advisor teams prioritize relationships and place you at the center of everything we do – always coaching you towards your real life goals.

Financial Coaching

Receive one-on-one counseling from our certified Advisors to keep you on track and set you up for financial success.

Personalized Plans

We compose data-driven customized plans to help you realize your specific goals and to put you on a path to financial independence.

Client Portal

We give you access to your own portal where you can upload and store information, documents and see all your financial accounts in one convenient, secure platform.

17011 Beach Blvd. Suite 800 Huntington Beach

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria