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Financial Life Concepts

★★★★★★★★★★2.33 Google reviews✓ Verified on GoogleIRS PTIN
Financial Planning in San Diego, CA · ✓ Listing checked September 2026 · Viewed 889 times

Contact Information

Address16935 W Bernardo Dr Unit 228
San Diego, CA 92127
Map and directions
Phone(858) 485-1919
Websitefinanciallifeconcepts.com
CategoryFinancial Planning · Financial consultant, Financial planner
Servicesfinancial planning, advisory

About Financial Life Concepts

Financial Life Concepts is a financial planning in San Diego, California offering financial planning, and advisory. Early Google reviews give it a 2.3★ rating from 3 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 2.3★ rating is below the San Diego average of 4.4★ across 792 rated firms.

Google rating breakdown2.3 · 3 reviews
5★1
4★0
3★0
2★0
1★2

Aggregate review counts from Google.

Details

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • Requires appointments
  • Recommends appointment

Questions about Financial Life Concepts

Where is Financial Life Concepts located?
Financial Life Concepts is located at 16935 W Bernardo Dr Unit 228, San Diego, CA 92127.
How do I contact Financial Life Concepts?
You can reach Financial Life Concepts by phone at (858) 485-1919, and through its website.
What services does Financial Life Concepts offer?
Financial Life Concepts is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.
Is Financial Life Concepts registered with the IRS?
Financial Life Concepts appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.

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Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.