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.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 47 Google reviews.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 39 Google reviews.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 18 Google reviews.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 17 Google reviews.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 16 Google reviews.
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Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 5.0★ across 13 Google reviews.
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First Command✓ Verified
Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning. Rated 4.8★ across 12 Google reviews.
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Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning, and advisory. Rated 2.8★ across 44 Google reviews.
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Bank of America Financial Center✓ Verified
Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning, and advisory. Rated 2.1★ across 39 Google reviews.
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Bank of America ATM✓ Verified
Financial PlanningOceanside, CA
Financial Planning in Oceanside, California offering financial planning, and advisory. Rated 1.0★ across 8 Google reviews.
Top financial planners in Oceanside
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - J Kelly Olson, PhD✓ | Financial Planning | ★ 5.0 | 47 |
| 2 | First Command Financial Advisor - Matt Rose, ChFC®|RICP®|CFP®✓ | Financial Planning | ★ 5.0 | 39 |
| 3 | First Command Financial Advisor - Nick Gilewitch, RICP®|CMFA™✓ | Financial Planning | ★ 5.0 | 18 |
| 4 | First Command Financial Advisor - Erin Gulliksen✓ | Financial Planning | ★ 5.0 | 17 |
| 5 | First Command Financial Advisor - Adam Creel✓ | Financial Planning | ★ 5.0 | 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.