Financial Planners in San Diego, CA — 129 Firms (2026)
129 financial planners in San Diego, California meet our listing bar — a website plus a public review record. They average 4.11★ across 129 rated firms, and 75 are rated 4.5★ or higher. The highest-rated is Creative Planning at 5.0★ across 96 Google reviews.
Showing 50 of 129 · sorted by Google rating
1.
Creative Planning
★★★★★★★★★★5.0(96 Google reviews)✓ Verified on Google
Financial Planning · 11260 El Camino Real Ste 220, San Diego, CA 92130
Services: advisory
2.
SimpliFi
★★★★★★★★★★5.0(95 Google reviews)✓ Verified on Google
Financial Planning · 9666 Businesspark Ave Ste 111, San Diego, CA 92131
3.
Darrin A. Santos, CFP®-FSI Wealth
★★★★★★★★★★5.0(70 Google reviews)✓ Verified on Google
Financial Planning · 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108
4.
One Degree Advisors
★★★★★★★★★★5.0(66 Google reviews)✓ Verified on Google
Financial Planning · 8880 Rio San Diego Dr #1000, San Diego, CA 92108
5.
Traction Wealth Management
★★★★★★★★★★5.0(61 Google reviews)✓ Verified on Google
Financial Planning · 4438 Ingraham St #2002, San Diego, CA 92109
6.
The Options Lady
★★★★★★★★★★5.0(55 Google reviews)✓ Verified on Google
Financial Planning · 3814 Quarter Mile Dr, San Diego, CA 92130
7.
First Command Financial Advisor - Anna Beasley
★★★★★★★★★★5.0(42 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N #210, San Diego, CA 92108
8.
Chillax Finance
★★★★★★★★★★5.0(41 Google reviews)✓ Verified on Google
Financial Planning · 3288 Adams Ave #16473, San Diego, CA 92116
9.
Reverse Mortgage Lending
★★★★★★★★★★5.0(39 Google reviews)✓ Verified on Google
Financial Planning · 3565 Del Rey St #302, San Diego, CA 92109
10.
Platt Wealth Management
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 3838 Camino Del Rio N Unit 365, San Diego, CA 92108
11.
Momentum Financial and Insurance Services LLC
★★★★★★★★★★5.0(24 Google reviews)✓ Verified on Google
Financial Planning · 11770 Bernardo Plaza Ct, San Diego, CA 92128
12.
Well-Traveled Wealth
★★★★★★★★★★5.0(24 Google reviews)✓ Verified on Google
Financial Planning · 9191 Towne Centre Dr #370, San Diego, CA 92122
13.
High Bluff Private Wealth
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 12520 High Bluff Dr #120, San Diego, CA 92130
14.
Tidemark Financial Partners
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 5405 Morehouse Dr Unit 345, San Diego, CA 92121
15.
Focused Mission Financial
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 11440 W Bernardo Ct Ste 300, San Diego, CA 92127
16.
Jon Luskin, CFP®
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · San Diego, CA 92101
17.
Trifecta Wealth Management, LLC
★★★★★★★★★★5.0(17 Google reviews)✓ Verified on Google
Financial Planning · 12625 High Bluff Dr #311, San Diego, CA 92130
18.
First Command Financial Advisor - Abigail McDaris
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N #210, San Diego, CA 92108
19.
First Command Financial Advisor - Marcus Little
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
20.
Financial Haus
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
Financial Planning · 1253 University Ave UNIT 1002, San Diego, CA 92103
21.
After-Tax Wealth Management
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 1255 Scott St, San Diego, CA 92106
Services: advisory
22.
First Command Financial Advisor - Andres Sanchez Quiroz
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N #210, San Diego, CA 92108
23.
First Command Financial Advisor - Dustin Ferreiro
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
24.
Harrison & Associates - Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 12636 High Bluff Dr #400, San Diego, CA 92130
25.
San Diego Credit Repair Company
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 402 W Broadway Suite 400, San Diego, CA 92101
Services: advisory
26.
Satori Wealth Management, Inc.
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 4660 La Jolla Village Dr ste 100, San Diego, CA 92122
Services: advisory
27.
Tushaus Wealth Management
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 2750 Womble Rd Ste 102, San Diego, CA 92106
28.
D. Scott Bloom, CFP® WEalthetic Advisors
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 5755 Oberlin Dr #301, San Diego, CA 92121
29.
Daniel Shahmoradian, CFP - Financial Planner
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 600 W Broadway #600, San Diego, CA 92101
30.
First Command Financial Advisor - David Morales
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N #210, San Diego, CA 92108
31.
Wealth Analytics
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 12730 High Bluff Dr #260, San Diego, CA 92130
32.
Brian Bickford, CFP
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 4370 La Jolla Village Dr #400, San Diego, CA 92122
Services: advisory
33.
Clutinger Williams and Verhoye
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 6398 Del Cerro Blvd #3, San Diego, CA 92120
34.
McKenna Financial
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 4305 Gesner St #306, San Diego, CA 92117
35.
Cody Roulier | Financial Planner - LPL Financial
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 11440 W Bernardo Ct #253, San Diego, CA 92127
36.
First Command Financial Advisor - Sean Jacob Ferreiro
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N #210, San Diego, CA 92108
37.
Goldman Wealth Management & Assoc. LLC
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 12526 High Bluff Dr UNIT 300, San Diego, CA 92130
38.
PTM FINANCIAL
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 12348 High Bluff Dr Suite 240, San Diego, CA 92130
Services: advisory
39.
The Financial Planning Company
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 2761 Teresita St, San Diego, CA 92104
40.
American Academy of Estate Planning Attorneys
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 9444 Balboa Ave #300, San Diego, CA 92123
41.
Creative Capital Management Investments LLC (CCMI)
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 6265 Greenwich Dr Ste 201, San Diego, CA 92122
Services: advisory
42.
Danielle Vigneault - Financial Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 12555 High Bluff Dr Ste 380, San Diego, CA 92130
43.
First Command Financial Advisor - Nick Wallace
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2650 Camino Del Rio N Suite 210, San Diego, CA 92108
44.
Ocean Point Financial System Inc
★★★★★★★★★★5.0(6 Google reviews)
Financial Planning · 3565 Del Rey St, San Diego, CA 92109
45.
Presidio Capital Management
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 12626 High Bluff Dr #150, San Diego, CA 92130
Services: advisory
46.
Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2221 Camino del Rio S Ste 307, San Diego, CA 92108
47.
Capital Growth Inc. Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 12680 High Bluff Dr, San Diego, CA 92130
Services: audit & assurance, advisory
48.
Jake Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 12636 High Bluff Dr #400, San Diego, CA 92130
49.
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 12636 High Bluff Dr #400, San Diego, CA 92130
50.
SRS Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 8787 Complex Dr #410, San Diego, CA 92123
Top financial planners in San Diego
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Creative Planning | Financial Planning | 5.0 / 5 | 96 |
| 2 | SimpliFi | Financial Planning | 5.0 / 5 | 95 |
| 3 | Darrin A. Santos, CFP®-FSI Wealth | Financial Planning | 5.0 / 5 | 70 |
| 4 | One Degree Advisors | Financial Planning | 5.0 / 5 | 66 |
| 5 | Traction Wealth Management | Financial Planning | 5.0 / 5 | 61 |
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.