Financial Planners in Oceanside, CA — 10 Firms (2026)
10 financial planners in Oceanside, California meet our listing bar — a website plus a public review record. They average 4.07★ across 10 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is First Command Financial Advisor - J Kelly Olson, PhD at 5.0★ across 47 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
First Command Financial Advisor - J Kelly Olson, PhD
★★★★★★★★★★5.0(47 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata #102, Oceanside, CA 92056
2.
First Command Financial Advisor - Matt Rose, ChFC®|RICP®|CFP®
★★★★★★★★★★5.0(39 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata #102, Oceanside, CA 92056
3.
First Command Financial Advisor - Nick Gilewitch, RICP®|CMFA™
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata #102, Oceanside, CA 92056
4.
First Command Financial Advisor - Erin Gulliksen
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata # 102, Oceanside, CA 92056
5.
First Command Financial Advisor - Adam Creel
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata #102, Oceanside, CA 92056
6.
First Command Financial Advisor - Eric Branch
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata # 102, Oceanside, CA 92056
7.
First Command
★★★★★★★★★★4.8(12 Google reviews)✓ Verified on Google
Financial Planning · 4167 Avenida De La Plata #102, Oceanside, CA 92056
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(44 Google reviews)✓ Verified on Google
Financial Planning · 3756 Mission Ave, Oceanside, CA 92058
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.1(39 Google reviews)✓ Verified on Google
Financial Planning · 702 Mission Ave, Oceanside, CA 92054
Services: advisory
10.
Bank of America ATM
★★★★★★★★★★1.0(8 Google reviews)✓ Verified on Google
Financial Planning · 455 College Blvd UNIT 6, Oceanside, CA 92057
Services: advisory
Top financial planners in Oceanside
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - J Kelly Olson, PhD | Financial Planning | 5.0 / 5 | 47 |
| 2 | First Command Financial Advisor - Matt Rose, ChFC®|RICP®|CFP® | Financial Planning | 5.0 / 5 | 39 |
| 3 | First Command Financial Advisor - Nick Gilewitch, RICP®|CMFA™ | Financial Planning | 5.0 / 5 | 18 |
| 4 | First Command Financial Advisor - Erin Gulliksen | Financial Planning | 5.0 / 5 | 17 |
| 5 | First Command Financial Advisor - Adam Creel | Financial Planning | 5.0 / 5 | 16 |
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.