Financial Planners in La Jolla, CA — 9 Firms (2026)
9 financial planners in La Jolla, California meet our listing bar — a website plus a public review record. They average 4.10★ across 9 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Mitchell Loewenberg, CFP® - Wedbush Securities at 5.0★ across 16 Google reviews.
Showing 9 of 9 · sorted by Google rating
1.
Mitchell Loewenberg, CFP® - Wedbush Securities
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 1200 Prospect St #350, La Jolla, CA 92037
2.
Dyer Wealth Management
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 5672 La Jolla Blvd, La Jolla, CA 92037
3.
Higgins Capital Management, Inc.
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 2223 Avenida De La Playa UNIT 210, La Jolla, CA 92037
4.
Coastwise Capital Group, LLC
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 7777 Fay Ave G5, La Jolla, CA 92037
5.
Nerad & Deppe Wealth Financial
★★★★★★★★★★4.2(5 Google reviews)
Financial Planning · 4250 Executive Square #545, La Jolla, CA 92037
6.
Bank of America Financial Center
★★★★★★★★★★3.5(32 Google reviews)✓ Verified on Google
Financial Planning · 7680 Girard Ave, La Jolla, CA 92037
Services: advisory
7.
GoldBook Financial - La Jolla CLOSED
★★★★★★★★★★3.5(8 Google reviews)✓ Verified on Google
Financial Planning · 4275 Executive Square #400, La Jolla, CA 92037
8.
BMO Bank N.A Branches
★★★★★★★★★★3.2(25 Google reviews)✓ Verified on Google
Financial Planning · 4180 La Jolla Village Dr, La Jolla, CA 92037
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.1(81 Google reviews)✓ Verified on Google
Financial Planning · 8813 Villa La Jolla Dr, La Jolla, CA 92037
Services: advisory
Top financial planners in La Jolla
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Mitchell Loewenberg, CFP® - Wedbush Securities | Financial Planning | 5.0 / 5 | 16 |
| 2 | Dyer Wealth Management | Financial Planning | 5.0 / 5 | 12 |
| 3 | Higgins Capital Management, Inc. | Financial Planning | 5.0 / 5 | 5 |
| 4 | Coastwise Capital Group, LLC | Financial Planning | 4.4 / 5 | 7 |
| 5 | Nerad & Deppe Wealth Financial | Financial Planning | 4.2 / 5 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.