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Top Rated Financial Advisors in San Diego, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in San Diego, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in San Diego, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in San Diego, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Erick Conway

von Berge Wealth Mgt Group
CFP®
Erick Conway, a financial fiduciary, provides financial services to clients in the San Diego, California area. Erick holds a CFP® certification. Erick has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Pure Financial Advisors, LLC

Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

R.J. Kelly

Wealth Legacy Group, Inc.
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
R.J. Kelly, a financial fiduciary, provides financial services to clients in the San Diego, California area. R.J. holds the CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC® certifications. R.J. has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Aleksandar Raskovic

WestPac Wealth Partners
Aleksandar Raskovic, a financial fiduciary, provides financial services to clients in the San Diego, California area. Aleksandar has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Bank of New York Mellon

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