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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.

Jack Dugan

Pure Financial Advisors
AIF® CFP®
Jack Dugan, a financial fiduciary, has been a Paladin Registry member since 2008. Jack holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Jack has over 12 years of experience. Jack provides financial services to clients in the San Diego, California area.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Troy Robertson

Copley Financial Group, Inc.
Troy Robertson, a financial fiduciary, has been a Paladin Registry member since 2021. Troy has over 21 years of experience. Troy provides financial services to clients in the San Diego, California area.

Additional Information:

Years of Experience:
21 Years

Pure Financial Advisors, LLC

AIF® CFP®
Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021. Pure is the owner of Pure Financial Advisors, LLC. Pure holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 14 years of experience. Pure Financial Advisors, LLC provides financial services to clients in the San Diego, California area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Fidelity Investments
  • Charles Schwab

Chris Mickel

Valeo Financial Advisors, LLC
CFP®
Chris Mickel, a financial fiduciary, has been a Paladin Registry member since 2004. Chris holds a Certified Financial Planner certification. Chris has over 14 years of experience. Chris provides financial services to clients in the Tustin, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Kentucky
    • Louisiana
    • New York
    • Ohio
    • Texas

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Fidelity
  • Schwab

Simon Reeves

TideRock Financial
CEPA
Simon Reeves, a financial fiduciary, has been a Paladin Registry member since 2011. Simon is the owner of TideRock Financial. Simon holds a Certified Exit Planning Advisor certification. Simon has over 25 years of experience. Simon provides financial services to clients in the Irvine, California area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab

Richard Schultz

Pacific Investment Research
CFP®
Richard Schultz, a financial fiduciary, has been a Paladin Registry member since 2009. Richard is the owner of Pacific Investment Research. Richard holds a Certified Financial Planner certification. Richard has over 27 years of experience. Richard provides financial services to clients in the Orange, California area.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Folio Institutional

Triad Investment Management, LLC

Triad Investment Management, LLC
Triad Investment Management, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2017. Dave is the owner of Triad Investment Management, LLC. Firm has over 26 years of experience. Triad Investment Management, LLC provides financial services to clients in the Newport Beach, California area.
  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Scott McClatchey

WWM Financial
CFP® MBA
Scott McClatchey, a financial fiduciary, has been a Paladin Registry member since 2017. Scott holds Certified Financial Planner , Master of Business Administration certifications. Scott has over 12 years of experience. Scott provides financial services to clients in the Carlsbad, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Florida
    • Illinois
    • Kentucky
    • Maryland
    • North Carolina
    • Texas
  • Insurance Products for Commission: State List
    • California
    • Illinois

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab & Co.

Robert Chapman

Pacific Crest Global Wealth Management
AIF®
Robert Chapman, a financial fiduciary, has been a Paladin Registry member since 2018. Robert holds a Accredited Investment Fiduciary certification. Robert has over 23 years of experience. Robert provides financial services to clients in the Carlsbad, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Colorado
    • Hawaii
    • Utah
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Hawaii
    • Utah
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC

Richard Boyd

Reilly Financial Advisors
Richard Boyd, a financial fiduciary, has been a Paladin Registry member since 2021. Richard has over 22 years of experience. Richard provides financial services to clients in the La Mesa, California area.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

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

Chris Baum

Coastal Capital Advisors
Chris Baum, a financial fiduciary, has been a Paladin Registry member since 2021. Chris is the owner of Coastal Capital Advisors. Chris has over 10 years of experience. Chris provides financial services to clients in the Irvine, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Texas

Additional Information:

Years of Experience:
10 Years

    Financial Services Provided:

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

John E Meinert

Meinert Wealth Management LLC
AAMS®
John E Meinert, a financial fiduciary, has been a Paladin Registry member since 2021. John is the owner of Meinert Wealth Management LLC. John holds a Accredited Asset Management Specialist certification. John has over 24 years of experience. John provides financial services to clients in the Long Beach, California area.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Risk Management
    • Education Funding and Planning

    Name(s) of Custodian(s):

  • LPL Financial LLC
  • PTC (Private Trust Company)

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.