Find the right advisors to meet your financial planning needs in San Diego, California

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in San Diego, California that can fulfill your requirements.

List of Qualified
Financial Planners in San Diego, California


Erick Conway

von Berge Wealth Mgt Group

600 W Broadway, Ste 2625

San Diego, CA 92101

619 5733542

Connect with Erick

Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550

San Diego, CA 92108

619 8144100

Connect with Pure

R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858 5690633

Connect with R.J.

Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300

San Diego, CA 92121

619 3540609

Connect with Aleksandar

James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949 6313840

Connect with James

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