Chat with us, powered by LiveChat

The Best Financial Advisors in San Diego, California

When it comes to managing your finances, having the right advisor can make all the difference. Whether you’re planning for retirement, investing, or just trying to get your financial house in order, finding a trustworthy and knowledgeable financial advisor is crucial. San Diego boasts a wealth of experienced financial advisors ready to help you navigate your financial future. Here’s a comprehensive guide to some of the best financial advisors in San Diego, complete with reviews, contact information, and key details to help you make an informed decision.

What to Look for in a Financial Advisor

Before diving into the specifics, let’s discuss what you should look for in a financial advisor. Here are some essential factors to consider:

- -

Credentials

  • Certified Financial Planner (CFP®): This certification indicates that the advisor has met rigorous education, examination, experience, and ethical standards.
  • Chartered Financial Analyst (CFA): A globally recognized designation for investment management professionals.
  • Certified Public Accountant (CPA): Especially useful if you need tax planning services.

Experience

  • Look for advisors with several years of experience in the industry.
  • Consider advisors who specialize in the areas most relevant to your needs, such as retirement planning, tax planning, or investment management.
See also  Seeking Help for a Gambling Problem Before Debt Spirals

Fiduciary Duty

  • Ensure your advisor is a fiduciary, meaning they are legally obligated to act in your best interests.

Fee Structure

  • Understand how the advisor is compensated. Common structures include fee-only (paid solely by clients), fee-based (may earn commissions), and commission-based (earnings from selling financial products).

Reviews and Recommendations

  • Check online reviews, testimonials, and recommendations from other clients.

Top Financial Advisors in San Diego

Here’s a detailed look at some of the top financial advisors in San Diego:

Allworth Financial

Location: 2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106
Phone: (858) 263-1675
Website: Allworth Financial
Social Media: Facebook, LinkedIn, Twitter
Services: Retirement planning, investment management, tax and estate planning, IRA rollovers.

Review Highlights

Allworth Financial is renowned for its comprehensive approach to financial advising. Clients appreciate the firm’s dedication to fiduciary standards and personalized guidance. One client noted, “Their holistic approach to retirement planning has given me peace of mind and confidence in my financial future.”

Wilsey Asset Management

Location: 10620 Treena St, Suite 100, San Diego, CA 92131
Phone: (858) 224-0004
Website: Wilsey Asset Management
Social Media: Facebook, LinkedIn, Instagram
Services: Investment management, financial planning, 401(k) management.

- -

Review Highlights

Wilsey Asset Management is celebrated for its transparent and educational approach to investing. The firm’s podcast, “Smart Investing,” is a popular resource among clients. A satisfied client shared, “Their common-sense approach to investing has helped me understand my portfolio better and make informed decisions.”

Define Financial

Location: San Diego, CA
Phone: Not listed
Website: Define Financial
Social Media: LinkedIn
Services: Retirement planning, tax planning, comprehensive financial planning.

See also  7 Steps to Eliminate Small Business Debt

Review Highlights

Define Financial stands out for its focus on retirement and tax planning for individuals over 50. Clients appreciate the firm’s dedication to delivering personalized and value-driven service. One reviewer mentioned, “Their expertise in retirement planning has been invaluable in helping me secure my financial future.”

Abacus Wealth Partners

Location: San Diego, CA
Phone: Not listed
Website: Abacus Wealth Partners
Social Media: LinkedIn
Services: Comprehensive financial planning, investment management, financial education.

Review Highlights

Abacus Wealth Partners is known for its fun and educational approach, especially in working with professional women, young families, and military families. Clients value the firm’s compassionate and educational style. A client noted, “Mary Beth’s approach to financial planning is both refreshing and empowering.”

- -

Stone Steps Financial

Location: Encinitas, CA (Serving San Diego)
Phone: Not listed
Website: Stone Steps Financial
Social Media: LinkedIn
Services: Comprehensive financial planning, investment management.

Review Highlights

Stone Steps Financial is praised for its client-focused approach and dedication to helping clients achieve their financial goals. A reviewer shared, “Scott Frank’s passion for financial planning is evident in the way he helps clients understand their financial situation and plan for the future.”

Detailed Comparison Table

Here’s a detailed comparison table outlining key information about each financial advisor:

- -
Financial Advisor Location Phone Website Services Provided Social Media
Allworth Financial 2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106 (858) 263-1675 Allworth Financial Retirement planning, investment management, tax and estate planning, IRA rollovers Facebook, LinkedIn, Twitter
Wilsey Asset Management 10620 Treena St, Suite 100, San Diego, CA 92131 (858) 224-0004 Wilsey Asset Management Investment management, financial planning, 401(k) management Facebook, LinkedIn, Instagram
Define Financial San Diego, CA Not listed Define Financial Retirement planning, tax planning, comprehensive financial planning LinkedIn
Abacus Wealth Partners San Diego, CA Not listed Abacus Wealth Partners Comprehensive financial planning, investment management, financial education LinkedIn
Stone Steps Financial Encinitas, CA (Serving San Diego) Not listed Stone Steps Financial Comprehensive financial planning, investment management LinkedIn
See also  How Medical Debt Can Lead to Social Isolation and Family Conflict

Conclusion

Choosing the right financial advisor in San Diego can set you on the path to financial success. By considering factors such as credentials, experience, fiduciary duty, and reviews, you can find an advisor who aligns with your financial goals and values. Whether you prefer a comprehensive planning approach, specialized retirement advice, or a transparent investment strategy, the advisors listed here are some of the best in the business.

Get Debt Relief Today

Delancey Street is here for you

Our team is available always to help you. Regardless of whether you need advice, or just want to run a scenario by us. We take pride in the fact our team loves working with our clients - and truly cares about their financial and mental wellbeing.

"Super fast, and super courteous, Delancey Street is amazing"
Leo
$500,000 MCA Restructured Over 3 Years
"Thanks for helping me in literally 24 hours"
Jason
$250,000 SBA Loan Offer in Compromise
"Great choice for business owners who need a trustworthy partner"
Mary
$350,000 MCA Restructured Over 2 Years

In The Media

Delancey Street CEO discusses ways to reward employees
Delancey Street CEO discusses the benefits of franchising on Forbes.
Delancey Street CEO discusses management on AMEX.
Best South Dakota Personal Injury Lawyers

Hey there, South Dakotans! If you’ve found yourself in a…

Best Tampa, Florida Financial Planners

Hey there! Are you feeling overwhelmed by the sheer number…

Best Colorado Springs, Colorado Business Consultants

Finding the Right Financial Planner in Colorado Springs Hey there,…

Best Colorado Springs, Colorado Financial Planners

Best Colorado Springs, Colorado Financial Planners Hey there! So, you’re…

Best Tucson, Arizona Financial Planners

The Ultimate Guide to the Best Financial Planners in Tucson,…

Delancey Street simply gets it. You're talking to experts.
Steven Norris
Get Help Today

Ready To Get Started?

If you have questions, feel free to shoot us an email, or fill out our live chat.

Schedule Consultation