RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN SAN DIEGO
Who Are the Top San Diego Financial Advisors & Wealth Management Firms?
While San Diego, California may be a vacation destination for many, it’s also a place where people live, work, go to school, and look for top financial advisors to help them chart a solid course for the future.
If you’re trying to control debt, plan for a comfortable retirement, or save up for a business venture, the help of a top-rated San Diego Financial Advisor can make a big difference.
A financial advisor in San Diego, CA has expertise in multiple financial management areas. These can include things like:
- Tax strategy
- Portfolio creation and management
- Retirement planning
- Estate or Family Office services
- Wealth management
- and much more
If you try to go it alone when it comes to managing your retirement plan or investments, you could end up making rookie mistakes that good financial planners in San Diego can help you avoid.
But which firms should you consider when looking for a San Diego financial planner or wealth manager?
When you search Google for “wealth management firm in San Diego” over 22,000,000 results are returned. How do you narrow your options? That’s where AdvisoryHQ comes in!
We review hundreds of financial advisors throughout the U.S., Canada, and the U.K., and this includes the top-rated firms offering wealth management in San Diego, CA.
By reviewing the list below, you can save some significant time and have a good chance of finding the perfect financial planner in San Diego for your needs.
Award Emblem: Top 12 Best Financial Advisors in San Diego
Top 12 San Diego Financial Advisors | Brief Comparison & Ranking
| Best Financial Advisor in San Diego | 2020-2021 Ratings |
| AWM Global Advisors | 5 |
| Blankinship & Foster | 5 |
| Creative Capital Management Investments (CCMI) | 5 |
| Dowling & Yahnke Wealth Advisors | 5 |
| EP Wealth Advisors | 5 |
| HoyleCohen | 5 |
| LourdMurray Delphi | 5 |
| Pure Financial Advisors | 5 |
| Reilly Financial Advisors | 5 |
| Rowling & Associates | 5 |
| Sensible Financial® Planning | 5 |
| WorthPointe | 5 |
Table: Best 12 Top Financial Advisors in San Diego | Above list is sorted alphabetically
See Also: Best Wealth Management Firms in Chicago, IL
Fee-Only vs Fee-Based Wealth Management Firms in San Diego | What You Need to Know
When choosing a San Diego financial Advisor, there are three terms that you need to know. These are related to whether or not an advisor may have a conflict of interest when recommending financial products.
Fee-Only
When financial planners in San Diego state that they are fee-only, that means that they do not accept commissions or third-party referral payments from companies that sell financial products.
This is a desirable fee structure because it means there aren’t conflicts of interest due to an advisor earning a commission on a particular financial product.
Fee-Based
Fee-based firms do accept commissions from the companies that provide financial products. A fee-based structure can create some potential conflicts of interest. This is why many fee-based wealth management firms in San Diego are also fiduciaries, which can counteract this.
Fiduciary
Both fee-only and fee-based San Diego financial advisors can choose to be fiduciaries. This means that they make a legal commitment to always act in their client’s best interests and to be completely transparent.
Best Financial Advisors in San Diego
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2020-2021 AdvisoryHQ’s Selection Methodology
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Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Best Wealth Management Firm in San Diego
Below, please find the detailed review of each firm on our list of 2020-2021 top financial advisors in San Diego. We have highlighted some of the factors that allowed each financial planner in San Diego to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- AWM Global Advisors
- Blankinship & Foster
- Creative Capital Management Investments (CCMI)
- Dowling & Yahnke Wealth Advisors
- EP Wealth Advisors
- HoyleCohen
- LourdMurray Delphi
- Pure Financial Advisors
- Reilly Financial Advisors
- Rowling & Associates
- Sensible Financial® Planning
- WorthPointe
Click below for previous years’ rankings:
- 2019 Review: Top 12 Best Financial Advisors in San Diego, CA
- 2018 Review: Top 10 Best Financial Advisors in San Diego, CA
- 2017 Review: Top 10 Best Financial Advisors in San Diego
- 2016 Review: Top 10 Best Financial Advisors in San Diego
Don’t Miss: Top Financial Advisors in Dallas, TX
AWM Global Advisors Review
Managing their clients’ money like it was their own, AWM Global is a top San Diego financial planner with an international perspective that allows them to capitalize on unique opportunities. The firm is fee-only and adheres to high ethical, moral, and fiduciary standards.
This top-rated San Diego financial planner maintains a small client-to-staff ratio which allows its team to cater to each client’s distinct financial needs.
Key Factors That Enabled AWM Global Advisors to Rank as a Top Wealth Management Firm in San Diego
Integrated Services
When providing wealth management in San Diego, AWM Global Advisors takes an integrated approach that combines all areas of a client’s financial needs. This ensures all parts of a client’s financial life are working towards the same goals.
This top financial advisor in San Diego works with both U.S. and international clients on a wide variety of financial planning and wealth management needs, including:
- Asset Management
- Trust & Estate Planning
- Philanthropy
- Asset Protection
- Cash Flow Management
- Retirement Planning
Top-Rated Wealth Management in San Diego
Free Portfolio Risk Analysis
A great way to learn more about a San Diego financial advisor is through a free portfolio analysis. This allows you to get a feel for their expertise and how you feel about working with them.
AWM Global Advisors offers a Free Portfolio Risk Analysis that can help you identify whether or not your risk tolerance is being properly reflected in your current portfolio assets.
To get this free offer, just visit the website of these financial planners in San Diego and scroll down until you see Riskalyze, then click the “Try Now” button.
Rating Summary
AWM Global Advisors offer a wide range of financial services to individuals, families, and businesses, including those in the U.S. and multinationals. This top-rated financial planner in San Diego has a team with more than 60 years of combined experience.
With a focus on macro-economic analysis and a pledge to earn your trust every day, AWM Global Advisors solidifies its 5-star rating as a top San Diego financial planner to consider.
Blankinship & Foster Review
With roots dating back to 1974, Blankinship & Foster is a top-rated financial advisor in San Diego that offers proactive and caring financial advice to its clients. The firm is a fee-only fiduciary that upholds a strong code of ethics.
This expert team of financial advisors in San Diego takes a “high-touch” personalized approach and works to uncomplicate the world of financial planning to bring clarity to the process.
Key Factors That Enabled Blankinship & Foster to Rank as a Top San Diego Financial Advisor
Financial Services for Women in Transition
Blankinship & Foster has a long history of offering caring financial guidance to women who are experiencing significant life transitions, such as divorce, death of a spouse, inheritance, and more.
It’s more common for women to undergo significant life changes than men, which led this team of proactive San Diego financial advisors to create a customized approach to facilitate transitions.
This approach includes:
- Listening to and understanding your unique story
- Exploring options and providing you with smart financial tools
- Deciding the best path forward with objective consideration
Best Financial Advisors in San Diego
Holistic Financial Planning
The expert advisors at Blankinship & Foster offer holistic financial planning which incorporates a wide range of interconnected financial services.
Your San Diego financial advisor takes into consideration many areas of your financial wellbeing such as cash flow, taxes, risk management, and investment strategies.
Along with a comprehensive portfolio, clients can also benefit from:
- Retirement & income planning
- Major life transitions
- Tax planning
- Social Security and Medicare planning
- Legacy and philanthropy planning
- Estate planning
- Insurance review and planning
- Employer and executive benefits
- Business succession planning
Rating Summary
Blankinship & Foster offers a caring and attentive approach to financial management that you won’t always find with other wealth management firms in San Diego. In addition to the firm’s “high touch” service, it also upholds strong fiduciary standards.
With multiple resources for investors and a highly experienced and well-credentialed team, Blankinship & Foster earns a 5-star rating as one of the top financial planners in San Diego to work with.
Related: Rankings of Best Financial Advisors & Planners in Atlanta, GA
Creative Capital Management Investments Review
Creative Capital Management Investments (CCMI) is passionate about empowering clients to achieve their financial dreams. This fee-only top financial planner in San Diego offers a unique, sophisticated approach that feels like home.
CCMI works with executives and business owners, professionals and growing families, women in transition, and those approaching retirement or recently retired.
Key Factors That Enabled CCMI to Rank as a Top San Diego Financial Planner
A Comprehensive Financial Planning Process
To address its clients’ unique needs comprehensively, CCMI has developed a 9-step process that helps its advisors secure the financial future of their clients.
Financial planning services from this expert San Diego financial advisor include wealth management, retirement planning, investment planning, and more.
The client process includes the following:
- Initial appointment to define goals
- Written proposal detailing fees and objectives
- Discovery Meeting for information gathering
- Confirm planning assumptions and data
- Change to analysis and written plan
- Meeting to review your plan
- Implement your strategy
- Monitor progress on a regular basis
- Annual invitation to update your financial plan
Top Financial Advisors in San Diego
Investment Management Services
From understanding your financial objectives to determining your risk tolerance, CCMI thoroughly researches your needs to create a custom financial strategy, which is carefully monitored and adjusted as needed.
Investors working with CCMI for wealth management in San Diego can expect the following process:
- Investment goals are identified
- Risk tolerance and time horizon are determined
- You’re presented with a written investment policy
- Accounts are established for your plan
- Investments are allocated
- You receive quarterly reports on your plan performance
- The firm’s investment committee monitors your portfolio
- There is an annual meeting to review your plan
Rating Summary
When you’re looking for comprehensive and trusted financial advice, CCMI is one of the top wealth management firms in San Diego. Its straight-forward investment management and financial planning processes eliminate confusion.
With a fiduciary commitment and time-honored best practices coupled with innovation, Creative Capital Management Investments earns a 5-star rating as a top San Diego financial advisor to consider this year.
EP Wealth Advisors Review
With a team of highly-qualified professionals, EP Wealth Advisors adheres to three guiding principles, which are simplicity, transparency, and purpose. These top-rated San Diego financial advisors are fee-only and uphold the fiduciary standard.
EP Wealth Advisors is one of the larger San Diego financial advisors and has 15 offices in total, located in California, Texas, Arizona, Illinois, Washington, and Colorado.
Key Factors That Enabled EP Wealth Advisors, Inc. to Rank as One of the Best Financial Advisors in San Diego
Experienced Team
Clients working with EP Wealth Advisors will benefit from the insight of an extensive and highly qualified team.
In addition to wealth advisors, this top San Diego Financial Advisor has an operations team, investment committee, financial planning team, tax and estate planning team, and a partnership integration team.
Many of the team members at EP Wealth Advisors carry industry designations, including:
- CFP®—Certified Financial Planner
- RLP®—Registered Life Planner
- RMA®—Retirement Management Analyst
- CIMA—Certified Investment Management Analyst
- CPWA®—Certified Private Wealth Advisor
Comprehensive Services
A successful financial strategy can involve many different areas of financial planning and investment management.
At EP Wealth Advisors, clients have multiple services for wealth management in San Diego to choose from as their financial goals adjust and adapt over time.
Services offered by this top-rated San Diego financial advisor include:
- Financial planning
- Retirement planning
- Business planning
- Investment management
- Life transition planning
- Financial education
- Portfolio review
- Charitable giving
- Estate planning
- Divorce financial planning
- Financial health assessment
Rating Summary
With multiple educational resources and an expert and highly credentialed team, EP Wealth Advisors is one of the best San Diego financial advisors to work with for trusted advice that simplifies the financial planning process.
The firm’s advisors emphasize personal relationships and truly getting to know each client like family. We’ve awarded EP Wealth Advisors with 5 stars as one of the best financial advisors in San Diego to consider.
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Dowling & Yahnke Wealth Advisors Review
Founded in San Diego in 1991, Dowling & Yahnke Wealth Advisors started with a mission to offer world-class financial advice based upon personal relationships. This fee-only San Diego financial advisor serves more than 1,300 clients across the country and manages approximately $4.5 billion.
The advisors at this top-rated wealth management firm in San Diego are guided by several principles, which include: Doing what’s right for the client by putting their interests first, unrelenting honesty, caring for clients’ financial wellbeing, dedication to their craft, talking in understandable terms/avoiding industry jargon, and giving back to the San Diego community.
Key Factors That Enabled Dowling & Yahnke Wealth Advisors to Rank as a Top Financial Advisor in San Diego
Team Expertise
This team of San Diego financial advisors at Dowling & Yahnke Wealth Advisors is dedicated to continuing education and industry leadership. This brings additional value to the firm’s clients through their expertise and advanced knowledge.
Some of the professional certifications held by this talented team of San Diego financial advisors include:
- CFA—Chartered Financial Analysts
- CFP®—Certified Financial Planner
- CDFA®—Chartered Divorce Financial Analyst
- CPWA® – Certified Private Wealth Advisor
- CPA—Certified Public Accountant
- IACCP®—Investment Advisor Certified Compliance Professional
- ChFC®—Chartered Financial Consultant
- CLU®—Chartered Life Underwriter
Support Services
Clients can benefit from additional support services along with traditional services for financial planning and wealth management when working with Dowling & Yahnke Wealth Advisors.
Some of the additional communication support services offered by this top San Diego financial advisor include:
- Working with your pension administrator: Working with a third-party pension administrator to provide you with activities reporting and assistance.
- Consultation with your tax professional: When warranted, reviewing tax brackets, filings, and other data with your tax professional.
- Coordination with your trust & estate attorney: Partnering with your trust and estate attorneys to ensure that your most critical documents are in order.
- Client Communication: This top-rated financial advisor in San Diego conducts ongoing client meetings to keep you informed.
Top-Rated Financial Planners in San Diego
Rating Summary
You’ll be hard-pressed to find a more experienced and supportive team with as many credentials as the team at Dowling & Yahnke Wealth Advisors. This San Diego-based, top wealth management firm offers a wide range of services all focused on achieving its clients’ financial dreams
With a client-centric approach and seamless, streamlined financial management process, Dowling & Yahnke Wealth Advisors earns a 5-star rating as one of the best financial advisors in San Diego to consider partnering with this year.
HoyleCohen Review
HoyleCohen was founded on a passion for helping others realize their financial goals. This top San Diego Financial Advisor is a fee-only firm that is also a fiduciary, pledging to always put the client’s best interests first.
This financial advisor in San Diego was founded in 2001 and has over 40 team members serving over 1,000 client households. HoyleCohen serves clients throughout the U.S. from three offices in California and another in Arizona.
Key Factors That Enabled HoyleCohen to Rank as One of the Top San Diego Financial Advisors
Women & Wealth
HoyleCohen is tuned in to the distinct needs of women and their families when it comes to creating a financially successful life. The firm created Women & Wealth in 2011 to address this area of financial management.
They’ve identified several needs for this type of specialized financial advisory service, to help women feel more confident.
The team at this top-rated wealth management firm in San Diego created offerings customized to cater to the needs of financially independent women, which include:
- Financial Planning
- Investment Management
- Transition Advisory
Wealth by Design Financial Planning
HoyleCohen understands that accomplishing financial goals in life doesn’t happen by chance, it happens by design. Its Wealth by Design financial planning process is a process built around each client and it incorporates several key planning areas.
Each San Diego financial advisor at HoyleCohen approaches financial planning through a goal-based approach that includes:
- Discover: They gain a full understanding of each client’s needs, situation, and goals.
- Design: By helping you craft a clear vision of your objectives, your financial advisor in San Diego can model a variety of scenarios and outcomes.
- Implement: Your plan is expertly implemented with the goal of achieving the desired results.
- Optimize: As life and market circumstances change, your financial plan is optimized.
Rating Summary
HoyleCohen offers comprehensive financial management solutions that were designed to be as uncomplicated as possible. Specialized programs for women and other investors shows these San Diego financial advisors put the client experience central to everything they do.
With a growing team and a wealth of financial education resources, HoyleCohen is a great option for new and seasoned investors alike. We’ve awarded them a 5-star rating as one of the best financial advisors in San Diego.
Read More: Best Financial Advisors in Boston, MA | Ranking
LourdMurray Delphi Review
LourdMurray Delphi was created from a 2019 merger of LourdMurray and Delphi Private Advisors. The firm’s SEC registration is through Hightower Advisors. The firm is a fee-only San Diego financial advisor that is also a fiduciary.
Investors will find three offices for this financial advisor. One in San Diego, one in Beverly Hills, and another in Baton Rouge, LA.
Key Factors That Enabled LourdMurray Delphi to Rank as a Top San Diego Financial Advisor
Transparent & Collaborative Process
LourdMurray Delphi has an expert team that believes in working closely with clients to create thoughtfully managed portfolios.
Throughout the whole process, your financial advisor in San Diego makes transparency and attention to your needs a priority.
When working with LourdMurray Delphi, you’ll go through the following steps:
- Assessment
- Planning
- Management
- Coordination
The goal is to ensure a cohesive and custom wealth management plan that is always evolving according to your changing needs.
Integrated Wealth Management
These top-rated San Diego financial advisors offer a wide variety of wealth management services all designed to be integrated and driving in the same direction.
The genuinely holistic approach at LourdMurray Delphi incorporates your wealth goals, including those found via coordination with other professionals, to give you one comprehensive plan to cover:
- Investments
- Tax planning
- Estate planning
- Retirement planning
- Insurance needs
- Philanthropic goals
- and more
Best San Diego Financial Advisor 2020-2021
Rating Summary
For personalized service and custom wealth management strategies, LourdMurray Delphi is an excellent choice and one of the best financial advisors in San Diego. Its wide range of integrated services ensures all areas of your finances are working in concert.
With a fiduciary commitment to transparency and client needs and a straight-forward approach, LourdMurray Delphi earns a 5-star rating as a top wealth management firm in San Diego to consider this year.
Pure Financial Advisors Review
Pure Financial Advisors was born from a combination of experience and innovation. This fee-only Registered Investment Advisor is unique in that it offers retirement classes, an online learning center, and a financial podcast.
This financial advisor in San Diego has four offices throughout California, including San Diego, Irvine, Brea, and Woodland Hills.
Key Factors That Enabled Pure Financial Advisors to Rank as a Top Financial Advisor in San Diego
Financial Planning
You can find a wide range of financial planning services available from these top-rated San Diego financial advisors.
Pure Financial’s results-based guidance includes the following planning services:
- Retirement Planning
- Cash Flow Analysis
- Tax Planning
- Risk Management
- Estate Planning
By offering a holistic strategy, these San Diego financial advisors can ensure that each area of your finances are coordinated and working together to help you fulfill your goals.
High Industry Standards
As a leading financial advisor in San Diego, Pure Financial Advisors holds its staff to high industry standards of experience, education, and business practices.
All professionals at Pure, must meet the firm’s standards for excellence and attentiveness to each client.
You’ll find that many advisors at the firm have:
- CFP® designation
- AIF® credential
- Minimum of 5 years of experience in the financial industry
Rating Summary
Pure Financial Advisors has a highly qualified team that are leaders in their industry. This top San Diego financial advisor has extensive educational resources, which makes it one of the best choices for those new to investing.
With a welcoming approach that uncomplicates the retirement planning and financial management process, Pure Financial Advisors scores 5 stars as one of the best San Diego financial advisors to consider working with.
Related: Top Wealth Management Firms in Los Angeles, CA
Reilly Financial Advisors Review
Reilly Financial Advisors (RFA) is a top-rated financial advisor in San Diego that takes a team-based approach when providing financial services to its high-net-worth clients. It is a fee-only firm that is also a fiduciary.
This San Diego financial advisor serves clients worldwide. In addition to its San Diego office, it also has one in Newport Beach, CA, Europe, and the Kingdom of Bahrain.
Key Factors That Enabled Reilly Financial Advisors to Rank as a Top Financial Advisor in San Diego
Investment Committee
Thorough investment management is at the heart of what Reilly Financial Advisors does. The firm maintains an Investment Committee, which incorporates experienced financial experts dedicated to identifying economic trends that will impact client portfolios.
The Investment Committee at this San Diego financial advisor is made up of a Chartered Financial Analyst, a Yale-educated Ph.D., a Harvard graduate, and the firm’s founders. The team has over 150 years of collective investment experience.
Multi-Pronged Approach to Wealth Management
To be truly effective, wealth management needs to include and coordinate all areas of a client’s financial life. This helps to ensure that each one is properly aligned for a successful financial strategy.
Team-Based Approach at Top-Rated San Diego Financial Advisor
The wealth management team at this top financial advisor in San Diego can cover multiple facets of financial planning, which adds to the convenience of its clients.
Wealth management services include:
- Tax Planning & Preparation
- Estate Planning
- Financial Planning
- Insurance Analysis
- Social Security and Medicare Analysis
- Family Wealth Transitions
Rating Summary
RFA has been serving affluent clients for over two decades and provides the power of a highly experienced team to drive customized financial strategies. These San Diego financial advisors offer a wide range of solutions designed to create a single holistic plan.
With a client-focused style that’s backed by the trust and transparency of being a fiduciary, Reilly Financial Advisors earns a 5-star rating and is one of the best San Diego financial advisors to consider partnering with.
Rowling & Associates Review
Rowling & Associates is a unique fee-only financial advisor in San Diego that has a style all its own, which you can immediately see when you visit the website. The firm takes a team-based approach to each client’s success.
In addition to offering expert wealth management and financial planning services in San Diego, it also offers tax services. The firm also upholds a strict fiduciary standard.
Key Factors That Enabled Rowling & Associates to Rank as a Top Wealth Management Firm in San Diego
Investment Management Options
Rowling & Associates welcomes clients of all types, from those just starting out to those nearing retirement. Clients have the flexibility of several options when it comes to their wealth management needs.
Top-Rated San Diego Financial Advisor
Investors can work with these top San Diego financial advisors using the following investment options:
- Intricity: This option combines professional guidance with a “do-it-yourself” approach.
- Tax-Efficient Investing: Alleviate the tax burden by allowing experts to manage your investments tax-efficiently.
- Sustainable Investing: Align your investments with your passions and desire to help the planet.
Tax Planning Advantage
Tax expertise is in the DNA of this San Diego financial advisor. A team of CPAs and dedicated financial planners means that clients can enjoy an integrated strategy with their financial plan as well as several important tax-related services.
Available tax planning services include:
- Year-end planning for lowering taxes
- Roth conversions analysis
- Fringe benefit planning
- Retirement plan options
- Choosing the most tax-efficient business entity
- Structuring transactions to save money
- Taking advantage of any new tax law changes
- Structuring quarterly estimated tax payments
Rating Summary
People looking for a friendly, unique, boutique-style wealth management firm in San Diego will definitely be drawn to Rowling & Associates. They will also benefit from an entire team working together to help them reach financial success.
With flexible investment options to fit multiple investors and a wide range of financial and tax services, Rowling & Associates earns a 5-star rating as a top financial advisor in San Diego to consider working with this year.
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Sensible Financial® Planning Review
Taking a “Whole Life” approach to financial planning, Sensible Financial® Planning is a top San Diego financial advisor that creates financial strategies designed to help clients fulfill their dreams and ambitions.
The firm is fee-only and also a fiduciary and takes the time to truly get to know each client. Sensible Financial has two offices, one in San Diego, CA, and the other in Waltham, MA.
Key Factors That Enabled Sensible Financial® Planning to Rank as a Top San Diego Financial Advisor
Holistic Financial Planning
Sensible Financial® Planning focuses on the fundamentals when building a smart financial plan that avoids disruptions to your family’s standard of living. The plan begins with your destination and charts a course to get there.
Your top financial advisor in San Diego will ask where you are in life and where you’d like to be down the road. Whether you’re planning to buy a house, fund a child’s education, or looking forward to retirement, they’ll craft a strategy to get you there.
Included in your plan are:
- Detailed action plan
- Risk management
- Cash flow plan
- Tax minimization strategy
- Integrated investment plan
Financial Advisory Service
An added value offered by the San Diego financial advisors at Sensible Financial is the firm’s financial advisory service.
Clients can estimate their fee for the service using a calculator on the firm’s website. The integrated financial advisory fee is based upon investment portfolio value.
Included in this advisory service are:
- Ongoing financial guidance
- Retirement income planning & management
- Annual progress review
- Portfolio management
Rating Summary
Sensible Financial® Planning has an uncomplicated approach to financial planning and wealth management. This helps instill confidence in clients. These San Diego financial advisors also offer holistic guidance that starts with charting a goal-oriented course.
With a wealth of financial education resources and a talented and experienced team, Sensible Financial® Planning earns 5 stars as one of the best financial advisors in San Diego to consider for your financial planning and investment needs.
WorthPointe Review
With modern financial tools and cost-efficient investments, WorthPointe is a fee-only, NAPFA-certified San Diego financial advisor. This experienced team believes in leading by example and many hold Certified Financial Planner™ designation.
This top-rated financial advisor in San Diego serves clients from eight offices throughout California, Texas, and Wyoming, and its goal is to help clients gain financial peace of mind.
Key Factors That Enabled WorthPointe to Rank as a One of the Best San Diego Financial Advisors
WorthPointe 360
Managing your finances and overseeing multiple accounts can quickly become overwhelming. To simplify the process, this unique San Diego financial advisor offers WorthPointe 360.
This is a streamlined, personalized dashboard that keeps financial accounts organized and accessible in one place.
With WorthPointe 360, clients can:
- See investments, retirement accounts, insurance policies, reward miles, credit cards, and more
- Receive progress reports on each account
- Access the dashboard 24/7 from a smartphone, tablet, or computer
Employer 401(k) Plans
Administering retirement benefits plans for employees can be complicated for a business owner as well as time-consuming. This top-rated financial advisor in San Diego can take this burden off your shoulders.
WorthPointe offers the following assistance with employer 401(k) plans:
- Working with an ERISA 3 (38) fiduciary investment manager
- Providing prudent portfolios
- Insisting on fee transparency
- Optimizing plan design
- Educating, advising, and monitoring plans
Rating Summary
WorthPointe is a boutique San Diego financial advisor that puts client experience and financial peace of mind first and foremost. Its talented team believes in proactive investment management that takes client risk tolerance into consideration.
With an emphasis on cost-efficient, tax-aware investing and a customized approach, WorthPointe scores a 5-star rating and is one of the best San Diego financial advisors to consider for your financial needs in the coming year.
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Conclusion – 2020-2021 Top 12 Best Financial Advisors in San Diego, California
No matter where you are in life or your financial goals, there should be a San Diego financial advisor on this list that can help you chart a strategic financial path forward towards your life goals.
The San Diego financial advisors on this top-rated list are as unique as those that live and work in this eclectic city. Some have been serving high-net-worth clients for decades, while others offer affordable options for those at all income levels.
It’s important to look for certain standards when working with a financial advisor in San Diego, such as being a fiduciary with a client-first commitment. All of the firms on this list meet that criteria and are excellent options to consider for your future financial planning needs.
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Image sources:
- https://www.pexels.com/photo/marina-during-golden-hour-2157685/
- https://www.awmga.com/
- https://myccmi.com/about/
- https://dywealth.com/your-needs/#management
- https://www.lourdmurray.com/index.html
- https://www.rfadvisors.com/
- https://www.sensiblefinancial.com/about-us/
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