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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Diego is a tedious task to do. give you extensive options to compare best advisors in San Diego & pick the one as per your needs

How To Find Best Financial Advisors & Planners in San Diego?

Looking for a qualified financial advisor in San Diego? We can help you by narrowing down your options & listing the best financial advisors in San Diego as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in San Diego near you with the list of certified and vetted San Diego financial advisors.

List of Qualified Financial Advisors in San Diego, California


Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101



Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108



Troy Robertson

Copley Financial Group, Inc.

2650 Camino Del Rio N. Suite 350

San Diego, CA 92108



Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108



Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108



Aleksandar Raskovic

Edward Jones

4731 Clairemont Dr Suite 102

San Diego, CA 92117



Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130



Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037



Richard Boyd

Reilly Financial Advisors

7777 Alvarado Road
Suite 116

La Mesa, CA 91942



John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075



James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612


No Advisor found

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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