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50 Financial Planners in San Diego, California
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Troy B. Daum

CFP®, CLU, ChFC

President 14.59 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Wealth Analytics

12730 High Bluff Dr, Ste 260
San Diego, CA 92130
(858) 794-2100

Athena A. Constant

CFP®

16.65 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

Ameriprise Financial Services, LLC

12555 High Bluff Dr, Ste 380
San Diego, CA 92130
(858) 345-1870

Jeff Platt

JD, LLM, CFA, CFP®

Founder, Chief Investment Officer 5.09 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Platt Wealth Management

3838 Camino del Rio N, Ste 365
San Diego, CA 92108-1764
(619) 255-9554
CONNECT WITH Jeff
  • facebook link
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  • youtube link

Ginita Wall

CPA, CFP®

14.16 Miles

Specialties: Retirement

Financial Advisor serving San Diego, California and the surrounding communities.

10863 Vereda Sol Del Dios
San Diego, CA 92130
(858) 792-0524

Brandon Thorsten

MS, CFP®, EA

15.37 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving San Diego, California and the surrounding communities.

Merrithew & Thorsten, Inc.

9820 Willow Creek Rd, Suite 200
San Diego, CA 92131-4691
(858) 547-1845

Brentt A. Hoover

CFP®, ChFC®, CLU®

Financial Advisor 4.52 Miles

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

Bamboo Wealth Strategies

3131 Camino Del Rio N, Ste 1000
San Diego, CA 92108
(619) 289-9674

Karen Baszak

CFP®

Financial Planner 4.52 Miles

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned...More

Financial Advisor serving San Diego, California and the surrounding communities.

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Suite 1550
San Diego, CA 92108
(619) 814-4100

Margot Dorn

CPA MSBA CFP®

Principal 15.45 Miles

Specialties: Comprehensive Financial Planning, Retirement

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Dorn Financial

11622 El Camino Real, Suite 100
San Diego, CA 92130
(858) 922-1356

Michael D. Shanahan

CFP®, AIF

Financial Advisor 16.57 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

Overland & Shanahan Wealth Advisors

12520 High Bluff Drive, Ste 120
San Diego, CA 92130
(858) 792-7027

G. Bradley Owen

CFP®, RLP®, RMA®,

Financial Life Planner 9.66 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

EP Wealth Advisors

5151 Shoreham Pl, Ste 270
San Diego, CA 92122
(858) 622-9009

Ernesta Tobin

CFP®

1960.76 Miles

Specialties:

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

LPL Financial

4707 Executive Dr.
San Diego, CA 92121
(800) 877-7210
+1 More Number
(858) 450-9606

Lynn N. Buchholz

CFP®, MBA

Owner 15.45 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Buchholz Financial Planning

11622 El Camino Real, Ste 100
San Diego, CA 92130
(619) 417-5731

Colleen R. Gepp

CFP®

Senior Wealth Advisor 12.97 Miles

Specialties:

Financial Advisor serving San Diego, California and the surrounding communities.

HoyleCohen, LLC

350 Camino de la Reina Ste 500
San Diego, CA 92108
(858) 636-7164

Cory T. Schmelzer

CFP®

Wealth Manager 9.74 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

San Diego Wealth Management, LLC

6390 Greenwich Dr., Ste 230
San Diego, CA 92122
(858) 270-7705

Adam N. Werner

CFP®

Financial Life Planner 9.66 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

EP Wealth Advisors

3655 Nobel Drive, Ste 200
San Diego, CA 92122
(858) 622-9009
CONNECT WITH Adam
  • facebook link
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Paul J. Hynes

CFP®

Director - Wealth Planning, Partner 16.65 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Aspiriant, LLC

12481 High Bluff Dr, Ste 110
San Diego, CA 92130-3583
(858) 755-8899

Brian W. Matter

CFP®, CPWA®

4.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Creative Capital Management Investments LLC

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917
(619) 298-3993
CONNECT WITH Brian
  • linkedin link

Taylor R. Schulte

CFP®

CERTIFIED FINANCIAL PLANNER™ 16.61 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
(858) 345-1197
CONNECT WITH Taylor
  • facebook link
  • linkedin link

Kimberly Benson

CFP®

4.36 Miles

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Creative Capital Management

8880 Rio San Diego Drive, Suite 1150
San Diego, CA 92108
(619) 298-3993
CONNECT WITH Kimberly
  • facebook link
  • twitter link
  • linkedin link

Matt R. Ryan

CFA, CFP®

4.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

2869 Historic Decatur Rd.
San Diego, CA 92106
(619) 279-5002
CONNECT WITH Matt
  • facebook link
  • twitter link
  • linkedin link

John L. Jenkins

AEP®, EA, CFP®, CFF®

Chairman 11.36 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

Asset Preservation Strategies, Inc.

3636 Nobel Dr, Suite 440
San Diego, CA 92122-1042
(858) 455-1825

Leslie R. Merrithew

CFP®, EA

CFP, E.A. 13.12 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Merrithew & Thorsten, Inc.

9820 Willow Creek Road, Suite 200, Suite 200
San Diego, CA 92131
(800) 591-9211
+1 More Number
(858) 547-1845

Jose C. Armenta, Jr.

CFP®

Founder & Lead Financial Planner 0.64 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Create Your Path LLC

501 W Broadway, Ste 800
San Diego, CA 92101-3546
(619) 483-8690
CONNECT WITH Jose
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Alex E. Okugawa

CFP®, CKA®, CEPA®

CERTIFIED FINANCIAL PLANNER™ 4.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

ONE DEGREE ADVISORS

8880 Rio San Diego Dr, Ste 1000
San Diego, CA 92108-1644
(619) 282-3288
CONNECT WITH Alex
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

William Holliday

MsBA, CFP®, CEPA

4.36 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Elite Wealth Management, LLC

2727 Camino Del Rio South, Suite 150
San Diego, CA 92108
(323) 314-0202
CONNECT WITH William
  • facebook link
  • twitter link
  • linkedin link

Rafael Melendez

CFP®, CSLP®

Financial Planner 3.88 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Next Gen Financial Planning, LLC

2020 Camino del Rio N, Ste 215
San Diego, CA 92108-1543
(619) 273-3561
CONNECT WITH Rafael
  • linkedin link

Michael David George

CFP®

Financial Advisor 12.98 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Financial Advisor serving San Diego, California and the surrounding communities.

CALPRO Network Financial

10085 Carroll Canyon Rd, Suite 150
San Diego, CA 92131
(619) 792-2177
CONNECT WITH Michael
  • linkedin link

Robert Farwell

CFP®

Financial Advisor 9.27 Miles

Specialties:

Financial Advisor serving San Diego, California and the surrounding communities.

Edward Jones

6050 Santo Rd, Ste 140
San Diego, CA 92124-6103
(858) 514-8876

Stefan Meierhofer

CFP®, CFA, AIF®

President & CEO 21.08 Miles

Specialties: Asset Allocation, Investment Management

Fee Only Financial Advisor serving San Diego, California and the surrounding communities.

Telos Capital Management, Inc.

16482 Newcomb Street
San Diego, CA 92127

Mark A. Halby

CFP®, AIF®

1.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment...More

Commission and Fee Financial Advisor serving San Diego, California and the surrounding communities.

DLK Investment Management

2400 5th Ave, 124
San Diego, CA 92101
+ 1 More Address

DLK Investment Management

238 N Cedros Ave
Solana Beach, CA 92075-1351