Certified Financial Planner (CFP) in San Diego, California


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Certified Financial Planner (CFP) in or around San Diego, California

WiserAdvisor >  Financial Advisors >   California >   San Diego >  Certified Financial Planner (CFP)

Michael Harris, Financial Advisor from San Diego, California

We are long-term investors that have a record of providing a good return and good service to our clients. We are transparent in how we serve our clients. We make understandable investments in... read more>>

Scott Ida CFP, Financial Advisor from San Diego, California

Sagemark Consulting/Lincoln Financial Advisors - an independent broker-dealer with a national network of financial professionals - provides integrated, personalized solutions and fee-based financial... read more>>

Scott McClatchey, Financial Advisor from San Diego, California

Service offerings :  

  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Insurance Planning

Service offerings:

  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Insurance Planning
  • Investment Management & Advice
  • Retirement Planning

WWM Financial is an independent Carlsbad-based wealth management firm established in 2011 with experience dating back to 1983. WWM knows what it takes to get through the many minefields of financial... read more>>

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... read more>>


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... read more>>

John M. Gergurich, CFP, Financial Advisor from San Diego, California

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... read more>>

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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