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38 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

David R. Bretz

CFP®

4.52 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

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

Cetera Advisor Networks LLC

3131 Camino Del Rio N., Suite 300
San Diego, CA 92108
(619) 878-1577
CONNECT WITH David
  • linkedin link

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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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

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
  • facebook link
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Jack L. Dugan

CFP®, MSBA, AIF®

4.52 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.

Pure Financial Advisors, Inc.

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

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

John F. Howells

CFP®, ChFC, CLU

34.71 Miles

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

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

PPG

4370 La Jolla Village Dr, Ste 400
San Diego, CA 92122-1251
(760) 941-1200

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.

High Bluff Private Wealth

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

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
  • facebook link
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  • linkedin link

Cory T. Schmelzer

CFP®

Financial Life Planner 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

6390 Greenwich Dr., Ste 215
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
  • linkedin link

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

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

Matt R. Ryan

CFA, CFP®

Founder 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.

Focused Mission Financial

11440 W Bernardo Ct Ste 300
San Diego, CA 92127-1644
(619) 279-5002
CONNECT WITH Matt
  • facebook link
  • twitter link
  • linkedin link

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

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
(858) 372-2762
CONNECT WITH William
  • facebook link
  • twitter link
  • linkedin link

Aaron Wiegman

CFP®

21 Miles

Specialties:

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

10809 Thornmint Road 2nd Floor
San Diego, CA 92127
(858) 487-3939

James R. Lingelbach

CFP®,ChFC,TPCP,RICP

CERTIFIED FINANCIAL PLANNER™ 11.36 Miles

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

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

CURO Financial Planning

6310 Greenwich Dr, Ste 205
San Diego, CA 92122-6029
(858) 477-8180

Tyler B. Rowe

CFP®

3.68 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.

Solana Investment Solutions

2305 Historic Decatur Rd, Ste 100
San Diego, CA 92106-6071
[email protected]

Mollie Privett

CFP®

9.68 Miles

Specialties:

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

EP Wealth Advisors

3655 Nobel Dr, Suite 200
San Diego, CA 92122
(858) 727-1128

James F. Thomas, Jr.

CFP®, AEP

Chief Planning Officer 11.41 Miles

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

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

Superior Planning, LLC

10085 Carroll Canyon Rd., Suite 150
San Diego, CA 92131
(858) 546-1046

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