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.
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ML
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 5.0★ across 16 Google reviews.
DW
Dyer Wealth Management✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 5.0★ across 12 Google reviews.
HC
Higgins Capital Management, Inc.✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 5.0★ across 5 Google reviews.
CC
Coastwise Capital Group, LLC✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 4.4★ across 7 Google reviews.
ND
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning, and advisory. Rated 3.5★ across 32 Google reviews.
GF
GoldBook Financial - La Jolla CLOSED✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning. Rated 3.5★ across 8 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering advisory. Rated 3.2★ across 25 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningLa Jolla, CA
Financial Planning in La Jolla, California offering financial planning, and advisory. Rated 3.1★ across 81 Google reviews.
Top financial planners in La Jolla
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mitchell Loewenberg, CFP® - Wedbush Securities✓ | Financial Planning | ★ 5.0 | 16 |
| 2 | Dyer Wealth Management✓ | Financial Planning | ★ 5.0 | 12 |
| 3 | Higgins Capital Management, Inc.✓ | Financial Planning | ★ 5.0 | 5 |
| 4 | Coastwise Capital Group, LLC✓ | Financial Planning | ★ 4.4 | 7 |
| 5 | Nerad & Deppe Wealth Financial | Financial Planning | ★ 4.2 | 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.