Not sure which advisor
is right for you?
Find and compare 2-3 vetted financial advisors
matched to your specific needs.
Registered Advisors
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.
Pure Financial Advisors, LLC
Additional Information:
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab, Axos
Erick Conway
Strong Valley Wealth & Pension
Additional Information:
Years of Experience:
16 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Robert Gloss
Prudential
Additional Information:
Years of Experience:
5 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Stratos Private Wealth
Additional Information:
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Financial Planning for Individuals
- Financial Planning for Businesses
Financial Services Provided:
Serena Kim
Prudential
Additional Information:
- Fee-Based
Fee Structure
Paladin Advisors