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Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial

★★★★★★★★★★5.06 Google reviews✓ Verified on Google
Financial Planning in San Diego, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 911 times

Contact Information

Address2221 Camino del Rio S Ste 307
San Diego, CA 92108
Map and directions
Phone(619) 462-3400
Websitetraxwealth.com
LinkedInCompany page
CategoryFinancial Planning · Financial planner
Servicesfinancial planning

About Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is a financial planning in San Diego, California offering financial planning. Early Google reviews give it a 5.0★ rating from 6 reviews. Its Google Business Profile is verified. Its 5.0★ rating is above the San Diego average of 4.4★ across 792 rated firms.

Hours

Monday8AM-4PM
Tuesday8AM-4PM
Wednesday8AM-4PM
Thursday8AM-4PM
Friday8AM-2PM
SaturdayClosed
SundayClosed
Google rating breakdown5.0 · 6 reviews
5★6
4★0
3★0
2★0
1★0

Aggregate review counts from Google.

Details

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

Questions about Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial

Where is Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial located?
Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is located at 2221 Camino del Rio S Ste 307, San Diego, CA 92108.
What are Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial's hours?
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial?
You can reach Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial by phone at (619) 462-3400, and through its website.
What services does Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial offer?
Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is categorized as a financial planning, offering financial planning. Contact the firm to confirm current service offerings.

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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.