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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 San Diego, 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.

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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 San Diego, California
Financial Advisor Office Location Phone Number
Michael Harris
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225,
San Diego, CA  92101
(619) 286-3930
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 Souza
Koa Wealth Management
11260 El Camino Real,
San Diego, CA  92130
(760) 602-6924
John Lohrenz
JKL Wealth Management
731 South Hwy 101 ste 2k,
Solana Beach, CA  92075
(858) 535-1705

Information on Qualified Financial Advisors in San Diego

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.



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# 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# 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.



List of Additional Financial Advisors in or around San Diego, California
Financial Advisor Office Location Phone Number
Dave Bernhard
Metlife
3131 Camino Del Rio North, Suite 1200,
San Diego, CA  92108
(619) 641-3609
Matt Barnhart
MetLife
3131 Camino Del Rio North, Suite 1200,
San Diego, CA  92108
(619) 281-9890
Kathleen Covey
Covey & Covey
Greater San Diego,
San Diego, CA  92122
(858) 653-4800
John M. Gergurich, CFP®
Scripps Tax & Financial Group
John M. Gergurich & Jason B. Laccone,
San Diego, CA  92131
(858) 271-1488
Leslie Merrithew
Merrithew & Thorsten, Inc. Fee-Only Financial Advisors
9820 Willow Creek Road, San Diego, CA,
San Diego, CA  92131
(858) 547-1845
George Melbrod Jr.
The Planners Network Inc
13520 Evening Creek Dr. N #130,
San Diego, CA  92128
(760) 471-5202
Michael Jennings
A. G. Edwards & Sons, Inc.
7807 Girard Ave., Suite 200,
La Jolla, CA  92037
(800) 677-9701
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

Information on Additional Financial Advisors in or around San Diego, California

Dave Bernhard

Metlife

Qualifications CRD# 5090157
FirmCRD# 14251
Series 7, 66

Tel: (619) 6413609
3131 Camino Del Rio North, Suite 1200,
San Diego,
CA 
92108


Matt Barnhart

MetLife

Tel: (619) 2819890
3131 Camino Del Rio North, Suite 1200,
San Diego,
CA 
92108


Kathleen Covey

Covey & Covey

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

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


John M. Gergurich, CFP®

Scripps Tax & Financial Group

Qualifications CRD# 5356976
FirmCRD# 5478
Series 7, 66

Tel: (858) 2711488
John M. Gergurich & Jason B. Laccone,
9909 Mira Mesa Blvd. Ste. 230,
San Diego,
CA 
92131


Leslie Merrithew

Merrithew & Thorsten, Inc. Fee-Only Financial Advisors

Qualifications CRD# 133563
FirmCRD# 133563

Tel: (858) 5471845
9820 Willow Creek Road, San Diego, CA,
Suite 200,
San Diego,
CA 
92131


George Melbrod Jr.

The Planners Network Inc

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


Michael Jennings

A. G. Edwards & Sons, Inc.

Tel: (800) 6779701
7807 Girard Ave., Suite 200,
La Jolla,
CA 
92037


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


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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

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.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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?