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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.

Qualifications of Financial Advisors 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.

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
Troy Robertson
Copley Financial Group, Inc.
2650 Camino Del Rio N. Suite 350,
San Diego, CA  92108
619-294-6008
Dave Magee
Copley Financial Group
Serving Nationwide,
San Diego, CA  92108
619-294-6008
Benjamin Bowen
Edelman Financial Engines, LLC
12680 High Bluff Drive,,
San Diego, CA  92130
858-345-4250
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# 4699319
FirmCRD# 129803
Series 65

Compensation/Fee Fee Only


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

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, Based on Assets


Office Location Copley Financial Group 2650 Camino Del Rio North, Ste 350,
San Diego,
CA 
92108
Phone Number 619-294-6008

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# 6831574
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based


Office Location 2650 Camino Del Rio N. Suite 350,
San Diego,
CA 
92108
Phone Number 619-294-6008

Troy is a retirement planner, located in San Diego, CA., who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated Cum Laude from Law School with an award in Ethics. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in Lakeside and currently resides in Alpine. He has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for over 30 years. They have three boys and one granddaughter. The oldest son, Brandon, and his wife Mandi have a beautiful daughter, Harper Marie. Michael, the second oldest, is a graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, just graduated from the University of Notre Dame with a degree in Aerospace Engineering.

Schedule A Consultation With Troy CLICK HERE.

About Copley Financial Group, Inc.

We provide value that involves more than just investment advice. Our advice is an outcome of personal relationships and comprehensive planning. We thrive on providing an extraordinary retirement planning experience by crafting sophisticated plans that unites all the parts of your financial life together.



Qualifications CRD# 1259742
FirmCRD# 283070
Series 65

Compensation/Fee Fee-Based


Office Location Serving Nationwide,
San Diego,
CA 
92108
Phone Number 619-294-6008

David enjoys meeting clients and providing them with investment and retirement strategies customized to their current and future lives. He delivers over 25 years of investment management practice to his clients and has hands-on experience in wild bull and bear markets and every market environment in between.

Prior to joining Copley Financial Group, Inc., Dave provided pension investment strategies for blue chip institutional investors, including several S&P 500 companies, international investment managers and state and local pension systems. He has significant experience in portfolio management, investment banking, venture capital and commercial banking. He earned an MBA at the UCLA Anderson Graduate School of Management and a BS at UC Davis.

He gives back by teaching Financial Markets and Investment Strategies at UCSD. CLICK HERE to SCHEDULE A FREE INITIAL CONSULTATON WITH DAVE

About Copley Financial Group

We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.



Qualifications CRD# 5847634
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 12680 High Bluff Drive,,
Suite 250,
San Diego,
CA 
92130
Phone Number 858-345-4250

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

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


Office Location 731 South Hwy 101 ste 2k,
Suite 2k,
Solana Beach,
CA 
92075
Phone Number 858-535-1705

* 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.



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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?