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Qualifications of Financial Advisor in San Diego

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.

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
Jennifer Shintani
Edelman Financial Engines, LLC
12680 High Bluff Drive,
San Diego, CA  92130
(657) 212-3012
Scott McClatchey, CFP®
WWM Financial
2131 Palomar Airport Road,
Carlsbad, CA  92011
(760) 692-5196
Shane Terry
The Budin Group
1901 Camino Vida Roble,
Carlsbad, CA  92008
(760) 858-2080
Rodd Miller, CFP®
Miller Wealth Management
1901 Camino Vida Roble,
Carlsbad, CA  92008
(760) 856-4428

Information on Qualified Financial Advisors in San Diego

Qualifications CRD# 4633619
FirmCRD# 129803
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets

Office Location 600 West Broadway, Suite 225,
San Diego,
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# 4317375
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 12680 High Bluff Drive,
Suite 250,
San Diego,
Phone Number (657) 2123012

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2000. Earned the Chartered Mutual Fund Counselor and Accredited Asset Management Specialist certification(s). Associate's degree in General Studies from Diablo Valley College.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 5116709
FirmCRD# 157620
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly

Office Location 2131 Palomar Airport Road,
Suite 330,
Phone Number (760) 6925196

Scott began his financial services career in 2006 as an independent financial advisor with Raymond James Financial Services. He then co-founded Alliance Investment Planning Group in December 2007 with 3 partners. Alliance Investment Planning Group is based in Carbondale, IL and is affiliated with LPL Financial Services. He became a CERTIFIED FINANCIAL PLANNERTM in 2011, enabling him to provide clients a more holistic solution spanning investments, insurance, retirement planning, estate planning, and tax mitigation strategies. In April 2017, Scott joined WWM Financial as a wealth advisor and CFP®. At WWM, he specializes in financial planning and investment strategies for business owners, company executives, professionals, and high net worth individuals and families. Prior to entering the financial services industry, Scott had a 22-year career in the satellite communications industry. He has BS and MS degrees in Electrical Engineering from the University of Illinois and an MBA from UCLA. Scott likes to stay active by volunteering and giving back to his community. He’s a member of the Carlsbad Rotary Club and Chamber of Commerce. Scott served as president of the local Kiwanis Club and Public Broadcasting Board while in Carbondale. Scott is a lifetime runner, avid reader, dog lover, devoted husband and father, craft beer enthusiast, and music lover. He has been married for 34 years and has 2 adult children. He and his wife Kay live in North County San Diego with their golden retriever Biscuit.

About WWM Financial

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 planning, wealth management, and generational wealth transfers. We attempt to detect and address the financial blind spots that might not be apparent to our clients. In this way, we are committed to helping clients plan for their financial futures and those of generations to come. Our advisors are seasoned professionals who provide unbiased recommendations free from the potential conflicts of interest that are possible with many of the major banks and Wall Street firms. As an independent Registered Investment Advisory (RIA) firm, WWM Financial is not restricted to a limited pool of investment products. Rather, we can access the best-suited investment options for each of our unique clients. WWM is a principal-driven firm, and our clients work with our firm?s decision makers ? professionals who have proven track records as investment advisors and wealth managers. We help our clients develop customized strategies to grow and preserve their wealth and attain their financial goals based upon individual risk tolerance and future plans. Goals and resources change over time for most people, which is why we plan regularly scheduled meetings for each client to talk about any changes that might have occurred and make adjustments to their plans, if necessary.

Qualifications CRD# 2733682
FirmCRD# 6413
Series 4, 7, 8, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions

Office Location 1901 Camino Vida Roble,
Suite 112,
Phone Number (760) 8582080

Shane joined The Budin Group with nearly two decades of experience in the financial industry. As a native Coloradan, he graduated from Colorado State University with a Bachelor of Science degree in Finance. Shane's career began at Invesco Funds group as a Retirement Specialist. Moving on to California in 1997, he advanced through the ranks of management at TD Ameritrade before joining LPL Financial in 2004 where he was Vice President of the Service Center. At LPL, he interacted with thousands of advisors and decided The Budin Group was the team he wanted to align with for the next phase of his career. Shane's holds the FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial. Shane is married to Krista and has two daughters Kaitlyn and Emily. He is very active in the community and enjoys camping with his family, sports, exercise, and travel.

About The Budin Group

For more than a decade, The Budin Group has been helping motivated clients strive to experience the exhilaration of financial freedom. We educate our clients about all aspects of money management. As a result, you will feel involved with your investment strategy. Many years working with the local media has taught us how to take complex issues and make them easier to understand. We measure our success by more than the numbers. As long as we are keeping you focused on your long-term goals and desires, we are doing our job successfully. Why not have one less worry? We want you to play golf, spend time with your family, see the world, pursue your dreams and most importantly, enjoy life. Our dedicated and talented service team aims to provide a first-class client experience. Open communication is essential to a successful client relationship. We are proactive in contacting our clients -- if we don’t hear from you, you will hear from us. All phone calls and emails will be returned in a timely manner. In our never-ending commitment to improvement, we always value your feedback. We invite you to join us on the road to your financial destination!

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

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 1901 Camino Vida Roble,
Suite 112,
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, 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.

List of Additional Financial Advisors in or around San Diego, California
UBS Financial Services Inc. San Diego, CA
Metlife San Diego, CA
MetLife San Diego, CA
Covey & Covey San Diego, CA
A. G. Edwards & Sons, Inc. La Jolla, CA
Scripps Tax & Financial Group San Diego, CA
Merrithew & Thorsten, Inc. Fee-Only Financial Advisors San Diego, CA

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