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

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

Connect with Michael
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Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108

619-294-6008

Connect with Dave
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Troy Robertson

Copley Financial Group, Inc.

2650 Camino Del Rio N. Suite 350

San Diego, CA 92108

619-294-6008

Connect with Troy
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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108

619-294-6008

Connect with Copley
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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Connect with Pure
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Aleksandar Raskovic

Edward Jones

4731 Clairemont Dr Suite 102

San Diego, CA 92117

619-354-0609

Connect with Aleksandar
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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

Connect with Benjamin
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Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-212-7550

Connect with Michael
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Richard Boyd

Reilly Financial Advisors

7777 Alvarado Road
Suite 116

La Mesa, CA 91942

619-698-0794

Connect with Richard
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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Connect with James

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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