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Find Top Financial Advisors in Oceanside, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Oceanside, California
Last Updated - 21-Sep-2022

Oceanside has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Oceanside, California have an average of 19 years of experience.

NOTE: The list of financial advisors in Oceanside, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Oceanside, California.

Qualified Financial Advisors in Oceanside, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Benjamin Bowen
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
3570 Carmel Mountain Road,
Suite 450,
San Diego, CA 92130
20 Not Specified Not Specified Fee-Based
Andrew Chabot
MBA, CFP®
RANCHO WEALTH MANAGEMENT
4225 Executive Square Suite 600,
La Jolla, CA 92037
15 Not Specified Not Specified Fee-Based
R.J. Kelly
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
WEALTH LEGACY GROUP, INC.
4540 Kearny Villa Road,
Suite 114,
San Diego, CA 92123
35 $75,000,000 $1,000,000 Fee-Based
Pure Financial Advisors, LLC
CFP®, AIF®
PURE FINANCIAL ADVISORS, LLC
3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108
Not Disclosed $4.08M Not Specified Fee-Only
Michael Harris
CFP®, CFA®
TRIVANT CUSTOM PORTFOLIO GROUP, LLC
600 West Broadway, Suite 225,
San Diego, CA 92101
Not Disclosed Not Specified $200,000 Fee-Only
Simon Reeves
TIDEROCK FINANCIAL
9900 Research Drive,
Irvine, CA 92618
25 Not Specified $500,000 Fee-Based
James Peters
ChFC®
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Suite 200,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT
620 Newport Center Drive,
Suite 1100,
Newport Beach, CA 92660
10 $3,800,000,000 $2,000,000 Fee-Only
Lance Blount
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 Anton Blvd,
Suite 1750,
Costa Mesa, CA 92626
19 Not Specified Not Specified Fee-Based
Corey Fast
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2400 E. Katella Ave.,
Suite 410,
Anaheim, CA 92806
14 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Oceanside

Qualifications CRD# 5847634
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3570 Carmel Mountain Road,
Suite 450,
San Diego,
CA
92130
Phone Number 858-345-4254

In my career to this point, I have worked with thousands of families to help them create plans designed to simplify and improve their financial lives. In my time away from work, I love to travel and spend time at the beach with my wife and son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 4225 Executive Square Suite 600,
La Jolla,
CA
92037
Phone Number 858-784-1513

Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions. Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registration as well as Life / Health / Property and Casualty Insurance licenses.

About Rancho Wealth Management

I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.


Qualifications CRD# 1080259
Firm CRD# 145705
Series 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 4540 Kearny Villa Road,
Suite 114,
San Diego,
CA
92123
Phone Number 858-569-0633

R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. Located in San Diego, CA, WLG has clients in nineteen states and growing. Creator of the proprietary Critical Actions Roadmap, R. J. and the WLG team develop comprehensive plans that maximize investment and asset growth, reduce taxes, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He has been repeatedly called upon as an expert witness and is skilled in handling delicate interpersonal matters and facilitating family communication. R. J. is a frequent speaker and author. The San Diego Union Tribune, L.A. Times, Yahoo Finance, San Diego Magazine have run feature articles on R. J. or published articles by him, to name just a few. Speaking audiences are many and include: Vistage International Conference and numerous local chapters; Strazzeri/Mancini Gathering; main platform speaker for various national conferences including: Advisors in Philanthropy, Nothing Bundt Cakes, Million Dollar Round Table, NAIFA, and many others. Additionally, R. J. was featured on the PBS series - The Financial Advisors. Read More: https://wealthlegacygroup.com/team/r-j-kelly-financial-advisor-san-diego/ Professional Credentials Explained: https://wealthlegacygroup.com/wp-content/uploads/2021/06/Professional-Credentials-rev-06-01-2021.pdf

About Wealth Legacy Group, Inc.

Our Vision We believe that successful business owners, executives and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and/or their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family, and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals Mission Statement We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives, and their families using a comprehensive team approach. Value Statement We are committed to being the nation's premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. Our Values Are To ... Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge, and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process! Visit us at: https://wealthlegacygroup.com/

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 144316

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 3131 Camino del Rio N,
Suite 1550,
San Diego,
CA
92108
Phone Number 619-814-4100

About Pure Financial Advisors, LLC

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality. Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.08 billion in client assets under management (as of February 22, 2022) and is currently helping over 3,400 clients plan for their future. The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn. Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 4699319
Firm CRD# 129803
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 600 West Broadway, Suite 225,
San Diego,
CA
92101
Phone Number 619-286-3930

Michael has over two decades of experience in investment management. Prior to joining TriVant, Michael worked as a trader, research analyst and portfolio manager at two Southern California-based high net worth investment firms. Michael has been a San Diego resident for his entire life. He earned his undergraduate degree from the University of California, Los Angeles and his MBA from San Diego State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of San Diego. He also has a CFP certification from the Certified Financial Planner Board of Standards. Michael lives in La Mesa with his wife, Cindi, and has two grown children who live in Southern California as well. Michael is very active in the San Diego community. He is currently serving on the Home of Guiding Hands Board of Directors as the Treasurer. He previously served on the board of directors for Sports 4 Exceptional Athletes and as a governing board member for Helix Charter High School.

About TriVant Custom Portfolio Group, LLC

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 publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it. Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance. By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 2835991
Firm CRD# 155622
Series 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 9900 Research Drive,
Irvine,
CA
92618
Phone Number 877-433-3665

Simon brings 20 years of investment experience to his role as Founder and Chief Executive Officer of TideRock Financial. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning. As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys. Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission. Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange. Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.

About TideRock Financial

TideRock Financial is an independent investment firm providing comprehensive wealth management services to high-net-worth individuals and families, as well as investment management for qualified company 401(k) plans.
Our mission is to give our clients the kind of financial peace of mind that can only come with a strong long-term plan and a trusted advisor. We help our clients find ways to minimize the time they spend on financial and tax matters so they can focus on the things that matter most in their lives.
TideRock Financial is differentiated from other investment advisory firms in its fee-based approach that puts its clients' interests in the forefront of every investment decision. We act as your fiduciary, which means we do not receive any incentives to invest in one financial product or fund over another. Our investment strategy is founded on more than 20 years of trading and investment experience. By accessing institutional-level funds and alternative investment vehicles that are not available to the general public, TideRock Financial creates highly-customized portfolios that are designed to minimize risk and maximize cash flow.

Advisory Services Provided:

Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts


Qualifications CRD# 2665577
Firm CRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.


Qualifications CRD# 5750237
Firm CRD# 158857
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number 949-674-5190

Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.

About Westmount Asset Management

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.

Advisory Services Provided:

Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 4625718
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 Anton Blvd,
Suite 1750,
Costa Mesa,
CA
92626
Phone Number 657-212-3060

With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I'm constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4866465
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA
92806
Phone Number 714-841-0982

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


List of Additional Advisors in Oceanside, California*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
First Command Financial Advisor
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
First Command Financial Advisor
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
First Command Financial Advisor
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
First Command Financial Advisor
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
First Command Financial Advisor
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
First Command Financial Advisor - Chris Mendoza-CLOSED
Inquire with First
4167 Avenida De La Plata, Suite 102, Oceanside, CA  92056 760-631-8300
Edward Jones
Inquire with Edward
3548 Seagate Way, Suite 120, Oceanside, CA  92056 760-231-5912
Edward Jones
Inquire with Edward
2424 Vista Way, Ste 325, Oceanside, CA  92054 760-439-9019
Edward Jones
Inquire with Edward
3636 Ocean Ranch Blvd, Oceanside, CA  92056 760-439-9001
Edward Jones
Inquire with Edward
804 Pier View Way, Suite 212, Oceanside, CA  92054 760-529-9684
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