To speak with a Financial Advisor call

888-682-4709

Financial Advisors - San Diego, California | Compare Top Local Advisors

Dan Laimon MBA, Financial Advisor from San Diego, California

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 assets appreciate...

John Lohrenz, Financial Advisor from San Diego, California

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...

Scott Ida CFP, Financial Advisor from San Diego, California

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 outstanding service to help you achieve your long-term financial goals. Through proper planning, you can lessen the affect that outside variables hav...

Robert Chapman, Financial Advisor from San Diego, California

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

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

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 wide array of products that fit e...

Kent Engdahl, Financial Advisor from San Diego, California

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....

Barbara Williams, Financial Advisor from San Diego, California

Our business purpose . . . We lead our clients through the continuing process of financial decision-making, focusing on clear goals and exercising the discipline needed to achieve these goals.Our expertise is in dealing with these critical situations . . . Retiring successfully-with grace, dignity and enough money for the future ...

Rodd Miller, CFP, Financial Advisor from San Diego, California

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us to design and implement comprehensive strategies tailored specifically to your unique financial needs.Building trust with our clients is the cornerston...

Garth Krieger, Financial Advisor from San Diego, California

Independent financial advisors who offer the strucured investing approach have a duty of loyalty, care and competence and are held to a high standard of trust....

Jeff Babcock, CFP, Financial Advisor from San Diego, California

Jeff Babcock has built his 29 years of professional success by being a great listener and by being focused on helping his clients reach their goals. His clients range from successful business owners, entrepreneurs and professionals to families and retirees. Jeff works closely with his clients, attorneys, accountants and other professions to strateg...

John Borger, Financial Advisor from San Diego, California

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the oth...

Paul Tracey, Financial Advisor from San Diego, California

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

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

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 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

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

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 ...

John Peelle, CFP®, Financial Advisor from San Diego, California

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...

Get Matched to Pre-screened Financial Advisors in San Diego, CA

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Financial Advisors in California, CA

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only