Financial Planners in San Diego, California

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

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

Paul A. Neves

ChFC, CFP^®

President 4.05 Miles

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

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

FSI Wealth Management

1455 Frazee Rd., Suite 804
San Diego, CA 92108-4301

(800) 859-5793

+1 More Number

(619) 681-1911

Christopher T. Rand

Ph.D., CFP^®, CLU

3.87 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

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

7676 Hazard Center Dr, Ste 1050
San Diego, CA 92108

(619) 546-6044

CONNECT WITH Christopher

Ari Crandall

CFP^®

Founder / Managing Partner 16.6 Miles

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

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

Premier Wealth Advisors, Inc

12531 High Bluff Drive, Ste 110
San Diego, CA 92130

(858) 668-0776

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

Matthew B. Showley

CFP^®

CFP® 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

6265 Greenwich Dr, Ste 201
San Diego, CA 92122-5917

(619) 298-3993

CONNECT WITH Matthew

Nathaniel T. Ritchison

CFP^®

Senior Financial Advisor 3.98 Miles

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

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

Pure Financial Advisors, Inc.

3131 Camino Del Rio N, Ste 1550
San Diego, CA 92108

(619) 814-4100

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

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

Richard S. Carlquist

CFP^®

Financial Advisor 4.21 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

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

Deep Dive Financial Planning Group

8998 Hampe Court
San Diego, CA 92129

(619) 880-2470

Delon T. Mansour

CFP^®

Financial Advisor 0.84 Miles

Specialties:

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

Prosperity Private Wealth

550 w date st, ste 609
San Diego, CA 92101

(619) 672-5932

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

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

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

Kirk R. Sheldon

CFP^®

4.1 Miles

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

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

Capital Financial Management

2221 Camino Del Rio So., Ste 303
San Diego, CA 92108

(619) 295-4883

Shannon Fleener

CFP^®

3.49 Miles

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

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

Sage Financial Planning, LLC

4654 Idaho St, Apt 3
San Diego, CA 92116-3192

(619) 432-5078

CONNECT WITH Shannon

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

Brian D. Lowder

CFP^®, CFA

12.97 Miles

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

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

Brian D. Lowder, Inc.

12780 High Bluff Dr, Ste 100
San Diego, CA 92130

(858) 794-6800

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

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, CLU, ChFC

Wealth Analytics

CFP®

Ameriprise Financial Services, LLC

JD, LLM, CFA, CFP®

Platt Wealth Management

CONNECT WITH Jeff

CPA, CFP®

MS, CFP®, EA

Merrithew & Thorsten, Inc.

ChFC, CFP®

FSI Wealth Management

Ph.D., CFP®, CLU

CONNECT WITH Christopher

CFP®

Premier Wealth Advisors, Inc

CPA MSBA CFP®

Dorn Financial

CFP®, AIF

Overland & Shanahan Wealth Advisors

CFP®, RLP®, RMA®,

EP Wealth Advisors

CFP®

LPL Financial

CFP®, MBA

Buchholz Financial Planning

CFP®

Creative Capital Management

CONNECT WITH Matthew

CFP®

Pure Financial Advisors, Inc.

CFP®

San Diego Wealth Management, LLC

CFP®

Aspiriant, LLC

CFP®, CPWA®

Creative Capital Management Investments LLC

CONNECT WITH Brian

CFP®

Deep Dive Financial Planning Group

CFP®

Prosperity Private Wealth

CFP®

DEFINE FINANCIAL

CONNECT WITH Taylor

CFP®

Creative Capital Management

CONNECT WITH Kimberly

AEP®, EA, CFP®, CFF®

Asset Preservation Strategies, Inc.

CFP®, EA

Merrithew & Thorsten, Inc.

CFP®

Capital Financial Management

CFP®

Sage Financial Planning, LLC

CONNECT WITH Shannon

CFP®

Edward Jones

CFP®, CFA

Brian D. Lowder, Inc.

CFP®, CFA, AIF®

Telos Capital Management, Inc.

CFP®, AIF®

DLK Investment Management

DLK Investment Management

Please provide the following information:

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CFP^®, CLU, ChFC

CFP^®

JD, LLM, CFA, CFP^®

CPA, CFP^®

MS, CFP^®, EA

ChFC, CFP^®

Ph.D., CFP^®, CLU

CFP^®

CPA MSBA CFP^®

CFP^®, AIF

CFP^®, RLP^®, RMA^®,

CFP^®

CFP^®, MBA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPWA^®

CFP^®

CFP^®

CFP^®

CFP^®

AEP^®, EA, CFP^®, CFF^®

CFP^®, EA

CFP^®

CFP^®

CFP^®

CFP^®, CFA

CFP^®, CFA, AIF^®

CFP^®, AIF^®