The Best Financial Advisors in San Diego.

Address: 444 W C St #340, San Diego, CA 92101

Phone: 619-955-5565

Website: https://www.trufinancial.org/

Our mission is simple; educate our clients, help them control their spending, and reduce their overall financial stress which accomplishing all of their financial goals. TruFinancial was established in 2016 in San Diego, CA by our President, CEO, & Founder, Daniel Meyers. After working several years in the financial services industry, Daniel became frustrated with how the traditional financial company approached personal finances. Daniel came to the realization that many of their clients were uneducated when it came to finances and were more concerned with day-to-day issues such as debt management and budgeting. When it came to proposing solutions, Daniel was unable to offer several companies products which wasn't in the clients best interest. All of these issues lead Daniel to starting TruFinancial. TruFinancial is an independent, full service firm. We are the brain-child of many frustrating years of industry experience and take an innovative approach to outdated traditional personal finance views. Daniel grew up in Northwest Indiana and attended Purdue University where he earned his B.S. in Business Management from the Krannert School of Management. Since graduating, he has dedicated his entire professional career to the financial services industry. He started at Western & Southern Financial Group as a financial representative and still holds the record for most placed business for a first year representative. He went on to become the youngest agency manager in company history when he was promoted at the age of 25 to the San Diego Agency Manager and Registered Principal. Within two years, he led San Diego into a top five agency in the company. After 7 years in the financial services industry, Daniel came to a realization, that there was a significant gap between what the modern client needs and what traditional financial planning entailed. So in 2016, he founded TruFinancial with a mission to implement a financial plan that actually works. It focuses on the largest problems facing Americans today which are debt management and budgeting. Daniel's passion and mission with TruFinancial is to help the average American control their spending, save money, and reduce overall financial stress.

Address: 4747 Executive Drive, Suite 1010 San Diego, CA 92121

Phone: 858-999-3550

Website: https://bulloakcapital.com/

Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest-growing firms in the nation. We provide wealth management services to retirees, working professionals, and business owners in the San Diego region. We take a comprehensive, financial planning-led approach that considers your income, net worth, taxes, family, passive income sources, and more. By creating multiple financial planning scenarios, we can identify which decisions drive optimal outcomes. We feel that this is the only way to make well-informed financial decisions. We construct our client portfolios based on rigorous market research, not client goals. At first, this may sound counter-intuitive as many financial advisors will construct a portfolio around a client’s life. However, their approach has a major flaw – the markets are completely extraneous to investor goals and needs. Put simply, the stock and bond markets are indifferent whether or not you plan to retire soon or if you intend to leave a legacy. The markets will do what they must without any concern for your life goals. Furthermore, those advisors that build a customized portfolio for each of their clients may soon have a major problem on their hands – they will not be able to effectively manage hundreds of unique portfolios. We firmly believe that an approach based on research is better suited to client needs. Our investment portfolios are built on decades of market study and time-tested approaches. We can then offer 5 risk-tolerance versions of that portfolio based on the needs of your financial plan, ranging from the Aggressive Portfolio to the Conservative Portfolio. We provide five investment strategies for our clients, ranging from Conservative to Aggressive. In an effort to provide our clients with long-term portfolio success, we created an investment philosophy that focuses on three central principles: low-cost/passive management, risk management, and behavioral economics. The firm’s investment strategy is the result of a graduate research project at UCLA. A comprehensive financial plan should be at the core of any long-term investment plan. Investing isn’t only about growing your portfolio and achieving high returns, but also aligning your portfolio with your specific life goals. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.

Address: 2020 Camino Del Rio N, Suite 215 in San Diego, CA 92108

Phone: 619-363-5187

Website: https://www.nextgenfinancialplanning.com/

Next Gen Financial Planning is a fee-only financial planning firm in San Diego, California, serving clients locally and also nationwide through virtual meetings. We specialize in helping high-earning professionals in their 20's-40's make better financial decisions, and teach them to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We can help you answer the financial questions that you’ve been wondering about such as: - What do I want my future to look like, and what role do my financial decisions play as I design my ideal life? - I just had a baby, should I start saving for their college education? What’s the best way to do it? - What’s the best way to balance paying down my debt while trying to save for the future? - Should I refinance or consolidate my student loans? How do special student loan programs like PSLF, PAYE, and ICR work? - I’m thinking about a major life change like getting married or starting a business. How does that affect my finances? - It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits? - I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in? - I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage for me, and am I paying too much? - Do I need a will, trust, or other estate planning documents? - I just received a big bonus at work! Should I invest it, pay down my mortgage, or finally take that Caribbean diving trip I’ve been itching for? Once you realize that every decision is a financial decision, it changes the way that you approach planning for your future. We can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.

Address: 1455 Frazee Road Suite 804 San Diego, CA 92108

Phone: 619-681-1911

Website: https://www.fsiwealth.net/

FSI Wealth Management has been assisting successful professionals and retirees with advanced wealth planning services since 1995. Our team of highly credentialed fiduciary advisors is dedicated to providing advice and services that are transparent and objective. Through asset allocation, tax efficient planning and risk management strategies, our seamless financial planning solutions are designed to support you on every step of your wealth and retirement planning journey. Our comprehensive wealth management firm specializes in working with aerospace and defense employees and retirees from San Diego based companies that include Raytheon, Hughes, Northrop Grumman, General Dynamics, Qualcomm, NASSCO and Lockheed Martin. With advanced insight into each of these organizations, FSI Wealth Management is uniquely positioned to support our clients as they navigate their retirement, stock and pension fund options and insurance needs. In order to provide top-tier personalized service and highly impactful wealth management solutions, our firm partners with a select number of high-net worth professionals and retirees. One of the leading independent wealth management firms in the San Diego area, our team has been entrusted with the management of over $150 million in assets. At FSI Wealth Management, our team of highly credentialed professional advisors are fiercely focused on helping you and your family reach your short- and long-term financial goals. Our CERTIFIED FINANCIAL PLANNER™ professionals, wealth managers, and support staff are unwavering in their commitment to provide outstanding service to the individuals and families who place their trust in FSI Wealth Management each and every day. Established in 1995, our holistic financial planning firm emphasizes the importance of building well-established relationships with our clients that are rooted in trust, respect and longevity. At FSI Wealth Management, you are more than a series of numbers on a bank statement. You are a person with hopes, dreams, fears, concerns and questions. Each member of our team is firmly committed to learning your story and helping you achieve your personal and financial dreams - whatever they may be. As a wealth management firm, we understand that long-term financial goals require long-term, highly intuitive strategies. Our team fosters an environment that encourages trust-based relationships with our clients that last, on average, more than a decade. By truly listening to the needs of every person who walks through our doors, we are able to provide authentic financial solutions that instill peace of mind and confidence.

Address: 4540 Kearny Villa Road Suite 114 San Diego, CA 92123

Phone: 858-569-0633

Website: https://wealthlegacygroup.com/

We believe that successful entrepreneurs and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don’t take the time to put an integrated and comprehensive plan in place. Our vision is to provide a roadmap to ensure that wealth (which includes: financial, relational, mental, emotional, physical, family and spiritual wealth) is protected through all stages of the financial life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Using our proprietary process built upon trust and clear communication, our perspective encompasses: - Asset & risk management - Estate & business transition planning - Retirement & wealth management - Family & employee relationships - Philanthropic & legacy goals We provide a unique and multi-disciplinary planning experience to exceptional entrepreneurs, professionals, executives and their families using a comprehensive team approach. We are committed to being the nation’s premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships. - Provide a warm and welcoming professional experience - Treat our clients, staff and strategic partners with integrity and respect - Develop lasting relationships to help our clients reach their long-term goals - Apply our expert skills, knowledge and creativity to develop unique and comprehensive solutions - Encourage our clients to make wise philanthropic decisions - Respect our clients’ privacy by safeguarding personal information - Encourage feedback and initiate positive change - Serve our greater community by engaging in meaningful non-profit activities - Enjoy our team, clients and work environment and have fun in the process

Address: 11512 El Camino Real, Suite 350 San Diego, CA 92130

Phone: 858-509-9797

Website: https://pacwealth.com/

At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals. Our first meeting is all about getting to know one another. We are interested in who you and your family are and where you want to be. We will gain a comprehensive understanding of your past, present and future financial goals. During this time, you’ll also learn more about our team, capabilities and fee structure. In the second meeting, we'll explore opportunities to expand on your goals, as well as identify any gaps in your current strategy. Then, we'll refine your financial plan, evaluating potential scenarios so you understand how your finances may be impacted. Afterwards, we'll review your investments, identify your optimal risk tolerance and share our investment research resources. In our third meeting, we'll review and discuss our recommendations and implementation strategy, providing you with a retirement viability analysis that includes your estimated probability of success. Our goal is to offer you a clear vision of where you stand and ways you can secure your future throughout your retirement.

Address: 9740 Appaloosa Road Suite 150 San Diego, CA 92131

Phone: 858-564-8036

Website: https://epsteinandwhite.com/

Epstein and White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life. We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals. The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here. The highly qualified financial professionals at Epstein & White can work with you to identify your goals and dreams in retirement, and then we’ll help you develop strategies to make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White. At Epstein & White, Now Proudly Part of Mercer Advisors, our sole focus is YOU.

Address: 3131 Camino Del Rio North, Suite 1550 San Diego, CA 92108

Phone: 619-814-4100

Website: https://purefinancial.com/

With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead. It’s not just about your money, it’s about your life. Pure Financial private wealth management professionals understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, our team of Certified Financial Planners™ can help you get the right information so you can make the best decisions for your financial future. Here’s what’s included in your free assessment: - Clearly define your financial and retirement plans, goals, and objectives - Strategies to increase income - Strategies to minimize taxes - Assess portfolio for alignment of financial goals with investments - Create realistic expectations Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our wealth management course will help you make informed decisions for your future. Retirement Planning Class tuition ranges from $30-60 depending on location. Financial Planning and Investment advisory services are offered through Pure Financial Advisors, LLC (Pure), a registered investment advisor. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Pure is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Address: 9666 Businesspark Ave, Ste 111 San Diego, CA 92131

Phone: 877-692-6800

Website: https://www.retiremeasap.com/

SimpliFi is located less than 3 miles from Marine Corps Air Station, Miramar. Charles Lindbergh practiced take-offs and landings there before making his historic solo flight across the Atlantic Ocean. We’re not famous aviators; we’re financial advisors who believe a sound retirement is just as important as not running out of fuel over the Atlantic. We’re proud of our San Diego hometown. SimpliFi is laid back. We don’t wear cufflinks. We have the experience, qualifications, and dedication to keep you moving on the right path. We are honest and fair. But we also enjoy a good laugh, and look forward to hearing about your life, your family, your goals, and your dreams for the future. Most importantly, we hope what we put together is helpful to you. Most people are not financial or investment experts that’s ok - that’s our job. We speak in plain English so you’ll know what financial decisions will mean for your retirement. We adhere to the fiduciary standard by putting your interests first 100% of the time. We receive no hidden fees. Period. We don’t lecture or preach. Our main focus is providing you with solutions. We look forward to hearing about your dreams for the future.

Address: 5280 Carroll Canyon Rd Suite 300 San Diego, CA 92121

Phone: 619-684-6400

Website: https://www.westpacwealth.com/

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients. Our Mission is to design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community. Our team consists of experienced professionals with a “hands-on” approach to financial guidance. Not only will you find our team knowledgeable, but you will also discover that we truly care about helping you build financial confidence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to meet your goals and objectives.