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Find Top Financial Advisors in Rancho Santa Fe, California

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rancho Santa Fe, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Rancho Santa Fe

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Rancho Santa Fe, California
Financial Advisor Office Location Phone Number
John Lohrenz
JKL Wealth Management
731 South Hwy 101 ste 2k,
Solana Beach, CA  92075
(858) 535-1705
Michael Souza
Koa Wealth Management
11260 El Camino Real,
San Diego, CA  92130
(760) 602-6924
Jay Miars, CFP®
AZCA Financial Group, LLC
2888 Loker Avenue East,
Carlsbad, CA  92010
(760) 603-1212
Rodd Miller, CFP®
Miller Wealth Management
1901 Camino Vida Roble,
Carlsbad, CA  92008
(760) 856-4428
Copley Financial Group
Copley Financial Group, Inc.
Copley Financial Group 2650 Camino Del Rio North, Ste 350,
San Diego, CA  92108
(619) 294-6008
Michael Harris
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225,
San Diego, CA  92101
(619) 286-3930

Information on Qualified Financial Advisors in Rancho Santa Fe

Qualifications CRD# 2364673
FirmCRD# __
Series 7, 8, 31, 63, 65, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 731 South Hwy 101 ste 2k,
Suite 2k,
Solana Beach,
CA 
92075
Phone Number (858) 5351705

* Founder of JKL Wealth Management 2009 * 5 Star Wealth Manager Award: 2012, 2016, 2017, 2018, 2020 * Vice President and Manager of the UTC office at Merrill Lynch 1994-2009 * Merrill Lynch Manager of the Year 2006 for the U.S. (Offices with 13+ Advisors) * Over 25 years Retirement and Wealth Management Experience * SDSU Aztec, Guitarist, Sailor and Fisherman

About JKL Wealth Management

The most rewarding times for our Firm happen when we're seeing the families we work with realizing their true joy and happiness in their personal retirement journey. My Career spans 25 years plus of managing family's investments and retirement planning. My experience through the finical crisis as a branch manager overseeing more than 20 advisors, and thousands of clients with billions of dollars, gave me an experience I never could have attained simply as an advisor. I saw what worked and more importantly what did not work during the worst financial crisis in our lifetimes. The lessons were very difficult at the time but very constructive for the disciplines I utilize for my clients. This is how we developed our Floor Income Plan. The process is designed to prevent clients from having to sell assets in a down market to meet their retirement income needs. This safety and security allows them to reach for their aspirational and enrichment goals both holistically and financially in their familys lives.



Qualifications CRD# 4602740
FirmCRD# 104100
Series 3, 7, 9, 10, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 11260 El Camino Real,
Suite 220,
San Diego,
CA 
92130
Phone Number (760) 6026924

Michael Souza is Koa Wealth Management's founder, Chief Executive Officer, and Chief Investment Officer. Born with a natural instinct to protect others, Michael chose the Hawaiian word Koa to represent his firm as a testament to the Koa warriors and their legacy of being brave, bold, and fearless. Michael began his career in financial services at UBS PaineWebber, graduating from the firm's Financial Advisory Training Program and eventually attaining the Title of Vice President. After leaving UBS, Michael became a Senior Vice President and Portfolio Management Director at Morgan Stanley where he was consistently recognized by the firm as one its top advisors in San Diego County. Michael was a two-sport All-American at Punahou School in Honolulu, HI and he received his B.A. in Political Science with a Minor in Business from Northwestern University in Evanston, IL. Previous to joining the world of finance, Michael played professional football for the Indianapolis Colts. He now resides in Carlsbad, CA with his family.

About Koa Wealth Management

You live life to the fullest-working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards. Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We've helped countless clients create a path to success and we've been with them - and their families - every step of the way. Through life's victories as well as life's turbulent waters, we ensure that our clients feel confident in the plan we build together.



Qualifications CRD# 1909437
FirmCRD# 8032
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 2888 Loker Avenue East,
Suite 204,
Carlsbad,
CA 
92010
Phone Number (760) 6031212

Certified Financial Planner with 30 years experience in financial planning, investment advice, risk managment and estate planning.

About AZCA Financial Group, LLC

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time. Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.



Qualifications CRD# 4984062
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee


Office Location 1901 Camino Vida Roble,
Suite 112,
Carlsbad,
CA 
92008
Phone Number (760) 8564428

Rodd R. Miller is a family CFO and CFP®, CERTIFIED FINANCIAL PLANNER" professional. He understands juggling family, business and money management. In 2011, he founded Miller Wealth Management to help families and businesses manage their investment and retirement strategies. Where We Serve - San Diego, California communities: Carlsbad, Encinitas, Oceanside, Vista, Escondido, San Marcos, Poway, Ramona, Rancho Sante Fe, Fallbrook, La Jolla, Del Mar, Solana Beach and communities in and around San Diego. Southern Orange County and Riverside communities: San Clemente, San Juan Capistrano, Temecula and surrounding communities. California, Arizona, Connecticut, Texas, Indiana, Wyoming, Montana and Alabama. Registrations and Certifications - Rodd an LPL Registered Principal and a CERTIFIED FINANCIAL PLANNER" (CFP®) professional. The CFP® mark is earned by those who have met rigorous experience, education, and ethical requirements, and have passed the comprehensive CFP® Certification Examination. Rodd holds the FINRA Series 7, 66, and 24 securities registrations with LPL Financial and state insurance licenses in California, Arizona, and Texas. Rodd's previous experience includes retirement and income planning at First Allied Securities. His corporate finance experience involved private equity transactions, mergers & acquisitions, investment banking, and real estate development. California Insurance Lic#: 0G90505. Background: University of San Diego, BBA with an emphasis in finance and real estate, a magna cum laude graduate. Rodd lives with his wife Mary and three children. He actively supports and coaches youth sports and enjoys the occasional round of golf.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees. We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies. Our Mission- Very simple - Financial growth for you, your family or business. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by ourclients as their family CFO or a trusted advisor to their business - an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit. Our Investment Philosophy - Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate. All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.



Qualifications CRD# 283070
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location Copley Financial Group 2650 Camino Del Rio North, Ste 350,
San Diego,
CA 
92108
Phone Number (619) 2946008

Kyles passion for investing and retirement planning led him to a career as a Financial Advisor. After finishing his degree at Indiana University where he got business education from the Kelley School of Business (#19 in the country with notable alumnus Mark Cuban), he moved to San Diego 14 years ago. He then graduated with his J.D. from California Western School of Law where he focused on business and contractual law. Kyle pursued a non-traditional legal career, spending 10 years in Advertising and Marketing developing campaigns for Fortune 500 companies on down to start-ups. Hes worked on multi-million dollar campaigns including the Chargers, World Cup, and the Indianapolis 500. Hes also helped build companies from concept to funding. In his free time, you can find him chasing tennis balls at Coronado dog beach with his dog Kenai. Kyle loves the challenge of finding the optimal strategy for each individual client at Copley. He looks forward to creating financial freedom for his clients so that they may enjoy their best life.

About Copley Financial Group, Inc.

We are SEC-licensed fiduciary advisors (only about 20% of advisors hold this license) that are legally bound to do only what is in our client's best interests. We don't get paid any different based on the investment recommendations we make. Along with wealth management and retirement planning, we are a one-stop shop offering Mortgages, Real Estate Brokerage, Insurance, Medicare Supplements, Trusts/Estate Planning, and more. We have offices here and in New York City. We look forward to inviting you in for a free consultation and investment or retirement plan. We aim to get to know our clients and create customized solutions based on your goals and risk tolerance. We like to help everyone and have built San Diego's fastest growing wealth management firm off of happy client referrals. Our office is a family-friendly office built on acting with integrity and transparency.



Qualifications CRD# 46991319
FirmCRD# 129803
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 600 West Broadway, Suite 225,
San Diego,
CA 
92101
Phone Number (619) 2863930

Michael has almost two decades of experience in the area of 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. Michael lives in La Mesa with his wife, Cindi, and their two children. 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 of 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.



List of Additional Financial Advisors in or around Rancho Santa Fe, California
Financial Advisor Office Location Phone Number
Blake Baxter
The Planners Network Inc
937 S. Coast Hwy 101 #C-202,
Encinitas, CA  92024
(760) 634-4600
Steve Walker
The Planners Network Inc
937 S. Coast Hwy 101 #C-202,
Encinitas, CA  92024
(760) 634-4605
George Melbrod Jr.
The Planners Network Inc
13520 Evening Creek Dr. N #130,
San Diego, CA  92128
(760) 471-5202
Kathleen Covey
Covey & Covey
Greater San Diego,
San Diego, CA  92122
(858) 653-4800
Gloria Foote
Financial Focus
1903 Wright Place #150,
Carlsbad, CA  92008
(760) 431-3040
Jerrie Carli
The Planners Network Inc
1903 Wright Place #150,
Carlsbad, CA  92008
(760) 431-3040

Information on Additional Financial Advisors in or around Rancho Santa Fe, California

Blake Baxter

The Planners Network Inc

Tel: (760) 6344600
937 S. Coast Hwy 101 #C-202,
Encinitas,
CA 
92024


Steve Walker

The Planners Network Inc

Tel: (760) 6344605
937 S. Coast Hwy 101 #C-202,
Encinitas,
CA 
92024


George Melbrod Jr.

The Planners Network Inc

Tel: (760) 4715202
13520 Evening Creek Dr. N #130,
San Diego,
CA 
92128


Kathleen Covey

Covey & Covey

Qualifications CRD# 874975
Series 1, 7, 24, 63, 66

Tel: (858) 6534800
Greater San Diego,
San Diego,
CA 
92122


Gloria Foote

Financial Focus

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA 
92008


Jerrie Carli

The Planners Network Inc

Tel: (760) 4313040
1903 Wright Place #150,
Carlsbad,
CA 
92008


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?