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<\/div>\nIn this article, I share seven San Diego Financial Advisors to consider in 2025.<\/p>\n
I also provide dozens of free resources<\/span> to help local retirement savers find a qualified professional.<\/p>\n So, if you need help finding a financial advisor in San Diego (who has the right expertise for your situation!), this guide is for you.<\/p>\n There are over 10,000 financial advisors in San Diego! Finding a financial advisor specializing in the exact areas<\/span> you need help can be\u00a0difficult.<\/p>\n While I would love to help everyone, we aren\u2019t always the best fit.<\/strong><\/p>\n Perhaps a young physician needs help paying down student loan debt. Or, a tech entrepreneur sold their first business and has questions about the proceeds.<\/p>\n Those are very specific situations requiring a specialized financial advisor who can help.<\/p>\n Define Financial specializes in helping people over age 50 reduce taxes in retirement and optimize their investments for income. If we lack the expertise to help someone, I will suggest other financial advisors in San Diego for them to consider.<\/p>\n After all, you wouldn\u2019t see a Neurosurgeon if you needed heart surgery!<\/strong><\/p>\n Given that finding a financial advisor with the right expertise help is challenging, here is a list of San Diego financial advisors for you to consider.<\/p>\n Disclaimer: The following list of financial advisors is not intended to be exhaustive. It reflects my own personal opinion and should not be construed as a testimonial or endorsement of such financial advisors. The excerpted bios below each listed financial advisor were copied from each respective financial advisor\u2019s public website on January 4, 2025, and were not independently supplied by such financial advisors. None of the listed financial advisors provided any direct or indirect compensation in consideration of their inclusion below.<\/em><\/p>\n 1.) Steven Fox, Next Gen Financial Planning \u2013 North Park, San Diego, CA<\/strong><\/p>\n We believe that financial planning is an ongoing and collaborative process that starts with a discussion of your values and goals, and results in concrete action steps that we work on together to help you align your finances with a life you love. Maybe your goals include starting a business, paying off your student loans, traveling worldwide to watch the Olympics every four years, climbing the highest peak on all seven continents, buying a beach house, opening a charity to help homeless dogs find <\/em>families, or something else entirely. We\u2019ll help you figure out what it takes to get to where you want to be, even if it\u2019s a bit off the beaten path.\u201d<\/em><\/p>\n 2.) Mary Beth Storjohann, Abacus Wealth \u2013 San Diego, CA (and Los Angeles, CA)<\/strong><\/p>\n \u201cI utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence, and build security in your financial life. When it comes to money and finances, education and compassion are key. I make sure to talk through any topics you don\u2019t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and, even when it\u2019s tough, tell you the things you may need to hear.\u201d<\/em><\/p>\n 3.) Scott Frank, Stone Steps Financial \u2013 Encinitas, CA<\/strong><\/p>\n \u201cI\u2019m passionate about helping clients understand their current financial situation and clarify their goals. Together, we create a plan to get them on their path and hold them accountable along the way.\u00a0<\/em>I founded Stone Steps to provide people like you and me with comprehensive financial planning designed to help you plan better and live better.\u201d<\/em><\/p>\n 4.) Cady North, North Financial Advisors \u2013 Downtown, San Diego, CA<\/strong><\/p>\n \u201cMy parents were small business owners, and I learned to balance a business checkbook by age 13. I spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. I then took the leap to start my own business, helping women and entrepreneurs plan for their futures.\u201d<\/em><\/p>\n 5.) Eric Rodriquez, WealthBuilders \u2013 San Diego, CA<\/strong><\/p>\n \u201cI earned my Personal Financial Planning Certificate from UCLA, became a CFP\u00ae, and founded WealthBuilders to help people protect and grow their wealth. Your high-earning years are crucial to building wealth. I can show you how to take control of your money + build wealth.<\/em><\/p>\n 6.) Kevin Christensen, Aligned Financial Planning \u2013 San Diego, CA<\/strong><\/p>\n \u201cKevin is a founder and financial planner at Aligned Financial Planning, focused on helping charitably inclined individuals, business owners, and donors of non-profits align their money with their personal values. With a caring heart and personal touch, he creates financial plans and strategies that support their business, retirement, and personal values and goals.\u201d<\/em><\/p>\n 7.) Justin Peek \u2013 Carlsbad, CA<\/strong><\/p>\n \u201cIn 2022, Justin founded PEEK WEALTH out of an overwhelming desire to serve fewer clients more thoroughly and individually in an environment where national firms are more focused on one model for all clients. As a result, Justin founded a firm that provides a wide range of both established and cutting-edge resources for your life, investments, financial planning, and overall well-being.\u201d<\/em><\/p>\n Three things separate Define Financial from other firms you might be considering:<\/p>\n If our expertise matches your situation, consider getting a Free Retirement and Tax Analysis<\/a> from our firm.<\/p>\n The financial advisors above have different specializations, service models, and firm sizes.<\/p>\n However, they have three things in common that I believe are important:<\/p>\n As mentioned, this list is not intended to be exhaustive. It\u2019s critical that you continue to do your homework to identify a financial advisor in San Diego who is a good fit for you.<\/p>\n Need more help finding a financial advisor in San Diego? Here are two free resources I\u2019ve personally created (no email address required):<\/p>\n Additionally, the following are a few reputable directories to help you find a financial planner with the right expertise. My suggestion is to interview at least three financial planners in San Diego (or in other cities\/states):<\/p>\n Everyone deserves access to quality financial advice. So, consider pro bono financial planning<\/strong> if you don\u2019t have the means to pay a professional,<\/p>\n Here are two good resources for pro bono financial planning:<\/p>\nKey Takeaways<\/h6>\n
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Finding a Financial Advisor in San Diego, California<\/h2>\n
The 7 San Diego Financial Advisors to Consider in 2025<\/h2>\n
How Are We Different from Other Financial Planners in San Diego<\/h2>\n
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What to Look For When Hiring a San Diego Financial Advisor<\/h2>\n
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Free Resources For Finding a Financial Planner Near You<\/h2>\n
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What If I Can\u2019t Afford to Hire a Financial Planner?<\/h2>\n
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