Financial Advisors in or around San Diego, California

Kent Engdahl (CRD#:3160732) is an experienced financial advisor with MKT Advisors LLC, located at 900 Canterbury Place, Suite 340, Escondido, CA 92025. Kent has over 15 years of experience as a financial services professional/consultant.

About the Firm: After working for the largest brokerage firms in the country, the three founders of MKT Advisors LLC decided to start their own Registered Investment Advisory (RIA) firm. With over 60 years of combined experience in the financial services industry, we have the proven skills to deal with different market cycles, where investment discipline matters.

Kent is licensed for the following insurance and annuities products: Annuity, Life, Long Term Care, Variable Annuity, Variable Life.

Kent's compensation methods: Based on Assets.

Kent can be reached at (760)658-8787.

Congratulations!

WiserAdvisor has qualified financial advisors serving the San Diego, California area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors (a $800 value)

  • Complete the form to the right and click Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

WiserAdvisor >   California >   San Diego 

Premium Financial Advisors Listing

Dan Laimon MBA, Financial Advisor from San Diego, California Dan Laimon MBA


(619) 286-3930
750 B Street Suite 3300,
San Diego, CA   92101
Distance : 0 miles

At Trivant Custom Portfolio Group, we believe in our fiduciary responsibility to our clients. We are long-term investment advisors that strike a balance between conservation and growth.

Fiduciaries place their clients interest ahead of their own. We manage your account efficiently for long-term growth. Everyone enjoys seeing their asset.......

John Lohrenz, Financial Advisor from San Diego, California John Lohrenz


(858) 309-5970
6310 Greenwich Dr.,
Suite 150,
San Diego, CA   92122
Distance : 9 miles

JKL Management is the continuation of the successful wealth management careers of five former Merrill Lynch colleagues: John Lohrenz, Kelly Newell, Zac Fielder, Jim Finley and Rayna Gomes. Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. Our.......

Robert Chapman, Financial Advisor from San Diego, California Robert Chapman


(858) 201-6007
12526 High Bluff Dr.,
Suite 300,
San Diego, CA   92130
Distance : 16 miles

Discover a comprehensive wealth management firm located in the north county of San Diego, CA that brings a world of unbiased, independent investment knowledge to affluent families throughout the United States. At Pacific Crest, we address everything we do by considering how we would want to be treated by the very best of professional advisors. We .......

Peter R. Gordon, Financial Advisor from San Diego, California Peter R. Gordon


(858) 794-1454
12707 High Bluff Drive, Suite 200,
San Diego, CA   92130
Distance : 16 miles

Highlands Wealth Advisors is an independent wealth management firm serving families and individuals. Headquartered in Southern California, Highlands Wealth Advisors works collaboratively with clients to design and implement customized wealth management solutions that meet their specific needs. Highlands Wealth Advisors was founded on the belief th.......

Amy Bennage McNally, Financial Advisor from San Diego, California Amy Bennage McNally


(858) 255-7678
531 Encinitas Blvd,
Suite 200,
Encinitas, CA   92024
Distance : 23 miles

Solomon Wealth Management is a comprehensive financial planning
firm. We have been assisting individuals and corporations meet
their financial goals for over 25 years. We offer a wide range of
financial products and services to individuals and small
business owners. Being independent allows us to offer clients
a wid.......

Kent Engdahl, Financial Advisor from San Diego, California Kent Engdahl


(760) 658-8787
900 Canterbury Place,
Suite 340,
Escondido, CA   92025
Distance : 26 miles

After working for the largest brokerage firms in the country, the three founders of MKT Advisors LLC decided to start their own Registered Investment Advisory (RIA) firm. With over 60 years of combined experience in the financial services industry, we have the proven skills to deal with different market cycles, where investment discipline matters........

Other Financial Advisors Listing

Paul Tracey, Financial Advisor from San Diego, California Paul Tracey
Volt Wealth Management

707 Broadway,
Suite 1910,
San Diego, CA   92101

Volt Wealth Management is an independent, registered investment advisory firm. We work with investors on a fee-only basis to achieve their overall financial goals. The stock markets have historica.......

Mark Hull, Financial Advisor from San Diego, California Mark Hull
Mission Hills Financial Inc

1633 West Lewis Street,
San Diego, CA   92103

1 rep, 3 support staff Advisory Business, securities, estate planning, tax planning and prep. Retired individuals/families are primary Focused on fee-based practice primarily but also some commiss.......

Fred Hamsayeh, CFP, Financial Advisor from San Diego, California Fred Hamsayeh, CFP
Aegis Financial Group (AFG)

1761 Hotel Circle South,
Suite 280,
San Diego, CA   92108

We specialize in managing investments for individuals and businesses. We have recently helped retirees and near-retirees increase monthly income without taking on the risk of the volatile stock mar.......

Dave Bernhard, Financial Advisor from San Diego, California Dave Bernhard
Metlife

3131 Camino Del Rio North, Suite 1200,
San Diego, CA   92108

Dave concentrates on working with business owners, affluent professionals, and retirees. My goal is to help you reach your financial goals and objectives by implementing the right financial strategy .......

Matt Barnhart, Financial Advisor from San Diego, California Matt Barnhart
MetLife

3131 Camino Del Rio North, Suite 1200,
San Diego, CA   92108

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients established goals........

John McCartin, Financial Advisor from San Diego, California John McCartin
McCartin Financial

3914 Murphy Canyon Road, Suite #A128,
San Diego, CA   92123

Peace of mind may come from knowing that your retirement assets generate predictable income each and every year, without the risks of the stock market.You don't want someone who simply "has a job" in .......

Scott Ida CFP, Financial Advisor from San Diego, California Scott Ida CFP
Lincoln Financial Advisors

4250 Executive Square,
Suite 700,
La Jolla, CA   92037

We help individuals and families preserve and grow their wealth. As your planner, I'm committed to providing you with fresh insights, objective, individualized advice, a proven planning process, and .......

John Peelle, CFP®, Financial Advisor from San Diego, California John Peelle, CFP®
Peelle Financial & Insurance Services

4445 Eastgate Mall,
Suite 200,
San Diego, CA   92121

Peelle Financial & Insurance Services is dedicated to providing clients with professional financial service. Knowing all the options available to you is one of the most important factor in making an i.......

Leslie Merrithew, Financial Advisor from San Diego, California Leslie Merrithew
Merrithew & Thorsten, Inc. Fee-Only Financial Advisors

9820 Willow Creek Road, San Diego, CA,
Suite 200,
San Diego, CA   92131

We are a Comprehensive Fee-Only Financial Planning Firm. We are truly a one stop shop for our clients. We have all services under one roof. Comprehensive Financial Planning for individuals and busi.......

John M. Gergurich, CFP, Financial Advisor from San Diego, California John M. Gergurich, CFP
Scripps Tax & Financial Group

John M. Gergurich & Jason B. Laccone,
9909 Mira Mesa Blvd. Ste. 230,
San Diego, CA   92131

Scripps Tax & Financial Group is a financial planning and tax advisory firm that has been in business for over 35 years, and not only has the size and scope necessary to provide you with the expertise.......

Derek Miller, Financial Advisor from San Diego, California Derek Miller
Wachovia Securities

11682 El Camino Real Suite 110,
San Diego, CA   92130

I work with individuals that are tired of giving back all of their gains everytime the stock market begins to fall. If you are interested in making money and keeping it, then you have found someone yo.......

George Melbrod Jr., Financial Advisor from San Diego, California George Melbrod Jr.
The Planners Network Inc

13520 Evening Creek Dr. N #130,
San Diego, CA   92128

----.......

Scott Melbrod, Financial Advisor from San Diego, California Scott Melbrod
The Planners Network Inc

13520 Evening Creek Dr. N #130,
San Diego, CA   92128

----.......

Are you a

Financial Advisor?

Advisor Signup
Qualification Requirements
  • Minimum 5 years of Experience
  • 5 Year clear FINRA/SEC record
  • Must be Fee Based or Fee Only