Consultant Hours
  • Mon - Fri: 5:00 AM - 9:00 PM PT
  • Sat - Sun: 5:00 AM - 5:30 PM PT

San Diego Financial Advisors

Getting outstanding financial advice over the years can make a big difference in your lifestyle throughout your life. Finding a good financial advisor means taking a step towards getting the most out of your income throughout your life. Financial advisors can also help you make important choices about insurance purchases, wills and estates, choosing a lawyer, and other critical life decisions.

If you have not consulted with an advisor, it is never too late to get started. It may take meeting with several different advisors before you find one that you are comfortable with for the long term. A lot of major firms are reviewed online so you can do some preliminary research.

It is important to have an idea of your assets before you consult with an advisor. Your home, investment properties, stocks, antiques, and more can all be counted in your total assets. Some advisors have limits on how small or large a portfolio they are willing to take on. Fee schedules can be commission based or annual fees or sometimes both.

Setting Up Your Meetings

An annual meeting is a standard for those whose financial portfolio doesn't have a lot of changes or major issues to discuss. The amount of meetings necessary to get your financial affairs in good order depends on how complex they are.

If you own several businesses or have a big stock portfolio, you may need to meet more often. Any major events in your life that might have an impact on your finances warrant a meeting with your advisor. For example, a marriage can mean you want to combine some assets or even all of your assets into a single portfolio so you can see what retirement looks like for you both.

Advisors In Your Area

San Diego has many prominent financial advisors and investment firms to meet your needs or those of a parent or other loved one. You may be able to find one by asking family or friends if they have any experience with a particular advisor in your area. If that is not possible, then here are a few resources for financial advice in San Diego.

Accredited By The BBB

The Better Business Bureau keeps an up-to-date list of financial planners and investment firms that meet their standards for service and excellence. Going with a BBB accredited planner means you can rest assured that the planner has proven themselves to be experienced and honest.

Education And CFP Accreditation

CFP is an extra certification that financial professionals achieve by proving they are among the most trained and up-to-date. Users of their website can easily search for firms in their area or just outside it. You can limit your search to only those firms that are willing to manage the finances of people with your level of assets. This can save a lot of time and help you get set up with a compatible planner so you can implement a good financial plan sooner rather than later.

Learn more about San Diego Retirement Planning here:

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