Best Financial Advisors In San Diego Near Me

4worldlovers: We help provide financial independence to those with demanding careers, such as working professionals, executives, and business owners.

Bull Oak Capital has given us true peace of mind. We feel confident that we are in good financial hands with them.

The process was detailed and intense, but totally worth it. We are so happy that we chose to partner with them.

Their service is above and beyond what I have encountered before. They are a true full-service advisor.

As a fiduciary advisor in San Diego, we never earn commissions, fees, or kickbacks on your investments. You will know exactly what your fees are and how well you are performing.

We never make investment decisions on a hunch. We instead follow our disciplined investment philosophy, which is based on a rigorous academic research study.

Many advisors claiming to be a “fiduciary advisor,” including CFPs that work at broker-dealer firms, can choose to be one only part-time. We are required to be a fiduciary financial advisor 100% of the time. Period.

We believe that the financial planning process should be an engaging process to help you achieve your financial and personal goals, not just a formality.

Kyle and Maya are both mid-career professionals where a significant part of their income is tied to equity compensation. Kyle works at Google, and Maya works at a biotech start-up. They want to organize their financial life, reduce taxes, and ensure they are on-track to reach their financial goals.

John and Amy would like to retire, or at least become work optional, within the next few years. They wish to ensure that they can do this without sacrificing their lifestyle or goals.

Mike is the owner of a digital marketing firm that has recently enjoyed rapid growth. He would like to better organize his finances and see if he can reduce his tax liability. He would also like to see how he can transition his firm to his daughter within the next ten years.

We know that finding the perfect financial advisor can be intimidating. You may have the following questions in mind, "How do I know if an advisor has my best interest at heart? Are there any hidden fees? Do they even know what they're doing with my money?" We have created this guide to simplify the process and to help you along the way. Download now to avoid the biggest mistakes people make.

Ryan started Bull Oak Capital in 2014 after graduating with his MBA from the UCLA Anderson School of Business.

Since launching the firm, Ryan was listed as one of InvestmentNews 40Under40, and Bull Oak Capital was listed as one of the fastest-growing firms by Wealth Management magazine.

Ryan's professional experience includes financial advice work at Merrill Lynch and Morgan Stanley, and equity research experience at Wedbush Capital Markets.

Ryan is a proud U.S. Navy veteran after spending four years and two deployments as an active-duty servicemember. He currently lives in the Del Sur community with his wife and two children.

4worldlovers: Let’s maximize your short- and long-term wealth. Together, we’ll boost your savings, knock out debt, and make create a budget you can actually stick to.

Good news! You don’t have to stop buying coffee to be financially secure . . . but you do need a plan. I’ll help you look at your money with eyes wide open to get you comfortable with your spending and saving. See how it works.

A financial coach is there to hold your hand when you need guidance, show you how to start adulting with your money, and even kick your ass a little when it’s time to take action. Find out more.

"Before I met Cally, money overwhelmed me. Now I consolidated my debt, set up automatic payments to remove stress, and know how to budget for my big move."

"Before we worked with Cally, we were overwhelmed. She helped us automate our accounts, streamline our budget, and hit our emergency fund goal!"

"The best part of working with Cally was having someone who approaches money in a way that doesn’t feel like I’m being talked down to or speaking with a money bro."


When you can talk to someone you trust about your finances, you feel supported and uplifted—just like you do when hanging out with your friends.


I’m Cally Ingebritson (she/her/hers), and I’m a financial coach who wants you to feel awesome about your money. ​Because when you own your money mindset, you own something no one else can control. Get to know me better.

I’m here for the nonconformists who traditional financial advisors just don’t understand. I’m here for people who know they need help figuring out their finances, and don't know where to turn. Sound like you?

4worldlovers:
We are proud to support the organizations that help our clients, communities, team, profession, and world to thrive. As financial advisors here in San Diego, CA, we are designed to put clients’ best interests first with transparent pricing based on what’s fair, not on what we can get away with. As a fee-only financial planning firm, we are only paid directly by clients and receive no commissions, kickbacks, or referral fees. The founder of Next Gen Financial Planning, Steven Fox, is a registered investment advisor in California.

Every financial planner on our team is a CFP professional or actively working towards fulfilling the requirements to become one (and we see that as only the beginning). In San Diego CA, we are active members of the Financial Planning Association and are involved in a number of local organizations. We are also devoted to constantly learning and staying up-to-date on the latest comprehensive financial planning trends and developments. Our team is comprised of experienced financial advisors who are here to help you achieve your financial goals.


Here at Next Gen Financial Planning, we provide comprehensive financial planning services tailored to your individual situation. Our team of experienced professionals offers a wide range of services, including financial planning, investment management services, retirement planning, tax planning, life insurance, and estate planning. We also offer tax planning advice and investment management services.

Our top financial advisors are committed to providing personalized service that will help you reach your goals and develop a secure financial future. We work closely with you to understand your current financial situation and develop a plan that meets your needs. Through careful budgeting, diversifying investments, and taking advantage of tax-advantaged accounts, we can create a solid financial plan that fits within your means.


We also help clients stay on track by providing ongoing monitoring of their accounts and investments so that any potential issues are promptly addressed. We strive to provide our clients with tax services and sound advice so they can make informed decisions about their finances. Ultimately, our goal is to ensure our clients feel comfortable with their financial decisions while achieving long-term success.


Financial planners can help you answer the financial questions that you’ve been wondering about such as:

What do I want my future to look like, and how do I make smart financial decisions to help me get there?

We just had a baby, should I start saving for their college education? How do my disability and leave benefits work, and what does our new budget look like?

What’s the best way to balance paying down my debt while trying to save for the future?

Should I refinance or consolidate my student loans? How do special student loan programs like PSLF, PAYE, and ICR work?

I’m thinking about a major life change like getting married or starting a business. How does that affect my finances?

It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits?

I want to save for retirement, but how do I know how much I need to contribute or which funds to invest?

I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage for me, and am I paying too much?

Do I need a will, trust, or other estate planning documents?

How does my equity compensation plan work? Should I exercise my incentive stock options, purchase ESPP shares, or sell my RSUs?

I just received a big bonus at work! Should I invest it, pay down my mortgage, or finally take that Caribbean diving trip I’ve been itching for?

Once you realize that every decision is a financial decision, it changes the way that you approach financial planning for your future. Our financial advisors in San Diego can help you orient your financial picture to align with your goals and values, and provide insight on how all of the puzzle pieces fit together.

4worldlovers: Greetings! My name is David Peterson and I've been helping families work toward financial freedom with Edward Jones since 2011. I've obtained the advanced practice designation of Accredited Asset Management Specialist* and complete annual continuing education courses to stay on top of my craft. Outside of Edward Jones, I am a member of Lions Club International and an Ambassador with Kids Alive International charity. I have an incredible branch office administrator in Hengameh Bashar, who has partnered with me since 2014. We love our clients and truly enjoy the relational aspect of the business.

When folks ask me what I do for a living, I simply reply that, together with my families, we build a strong financial ark; making sure there are no holes or leaks in the ark, because when the next storm comes, and it will, it can help us better weather the storm. A strong ark means we've planned for emergency savings, life insurance, long-term care, estate considerations, college savings, retirement goals and legacy goals. This is achieved by involving your team of trusted professionals to help create a holistic financial strategy for the households for which I care deeply.

4worldlovers: We’re Bound Legally & Ethically To Act In Your Best Interests

We Always Offer The Product That Is Best For You, Period

Through Integrity & Trust, We Enhance The Value Of Our Professional Advice

Working with the help of a Financial Planner can potentially bring an annual median return increase close to 3.5% than if you do it on your own? This difference can have a meaningful impact on wealth accumulation over time. For a 45-year old person working with the help of a Financial Planner it could translate to 79% more wealth at age 65¹.

4worldlovers: With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead.

As one of Southern California’s leading financial firms, our wealth management team is frequently featured by top media outlets and called upon to provide in-real-time strategic insight and perspective within the ever-changing economy.

4worldlovers: Our goal is simple: help people control their spending, save money, and reduce overall financial stress

We partner with hundreds of investment & insurance companies to offer you a competitively priced wide array of products and services

Choose from one of our attractive Bronze, Silver, or Gold packages starting at just $50/month. Your first two meetings are free!


Your credit score. Jr's college fund. That trip to Europe. Less debt. You tell us, and we'll help you get there.

4worldlovers: We get you to think about money like you’ve never thought about it before


Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.


Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.


Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.


But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.

So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.


Put simply, we help oversee and connect all the dots of your financial life.


They’re here to help you connect all your financial dots

Jamie began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is the President of the Financial Planning Association Greater Rochester, New York chapter. Jamie is involved with numerous local community organizations.


Bernie’s approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client’s tax and financial planning. Bernie received his JD from State University of New York and both a Bachelor’s degree and an MBA in Finance and Accounting from the University of Rochester. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012. Bernie also provides experienced guidance and alternative solutions for families facing long-term care financial decisions. Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and serves on the Finance Committee at McQuaid Jesuit High School.


Nick brings 30 years of experience in public accounting, corporate finance, and wealth advisory services to his role at Mercer Advisors. He graduated from Rochester Institute of Technology and holds a JSM degree from the Thomas Jefferson School of Law. Outside of work, Nick is treasurer of the New York Forest Owners Association (NYFOA) and enjoys working on his farm, exploring nature, and competing in triathlons and running events.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.

Janice strives to provide exceptional customer service to clients in a variety of areas. She supports the advisors in operations in areas such as new account opening, money movement, trading, reporting and research. Janice has over 30 years of experience in the financial services industry beginning as a receptionist and growing within the industry over the years assisting advisors within the operations department. Janice joined Mirsky Financial Management Corp in 2018. Prior to joining Mirsky, she worked as a client services associate at Tompkins Financial Advisors. Janice lives in Brighton, NY with her husband, Jim, along with 2 rescue dogs named Zach and Guinness. Her hobbies include reading, camping, and traveling.