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.
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CP
Creative Planning✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 96 Google reviews.
DA
Darrin A. Santos, CFP®-FSI Wealth✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 70 Google reviews.
OD
One Degree Advisors✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 66 Google reviews.
TW
Traction Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 61 Google reviews.
TO
The Options Lady✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 55 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 42 Google reviews.
CF
Chillax Finance✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 41 Google reviews.
★5.0 (41)
RM
Reverse Mortgage Lending✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 39 Google reviews.
PW
Platt Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 25 Google reviews.
MF
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 24 Google reviews.
WW
Well-Traveled Wealth✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 24 Google reviews.
HB
High Bluff Private Wealth✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 22 Google reviews.
TF
Tidemark Financial Partners✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 22 Google reviews.
FM
Focused Mission Financial✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 17 Google reviews.
JL
Jon Luskin, CFP®✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 17 Google reviews.
★5.0 (17)
TW
Trifecta Wealth Management, LLC✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 17 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 16 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 16 Google reviews.
FH
Financial Haus✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 15 Google reviews.
AW
After-Tax Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 14 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 14 Google reviews.
HA
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 14 Google reviews.
SD
San Diego Credit Repair Company✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
SW
Satori Wealth Management, Inc.✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
TW
Tushaus Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 12 Google reviews.
DS
D. Scott Bloom, CFP® WEalthetic Advisors✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 11 Google reviews.
DS
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 11 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 11 Google reviews.
WA
Wealth Analytics✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 11 Google reviews.
BB
Brian Bickford, CFP✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 9 Google reviews.
CW
Clutinger Williams and Verhoye✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 9 Google reviews.
MF
McKenna Financial✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 9 Google reviews.
CR
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 7 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 7 Google reviews.
GW
Goldman Wealth Management & Assoc. LLC✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 7 Google reviews.
PF
PTM FINANCIAL✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
TF
The Financial Planning Company✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 7 Google reviews.
AA
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 6 Google reviews.
CC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
DV
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 6 Google reviews.
FC
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 6 Google reviews.
OP
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 6 Google reviews.
PC
Presidio Capital Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
TW
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 6 Google reviews.
CG
Capital Growth Inc. Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, audit & assurance, and advisory. Rated 5.0★ across 5 Google reviews.
JH
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 5 Google reviews.
PM
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 5 Google reviews.
SW
SRS Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 5 Google reviews.
Top financial planners in San Diego
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Creative Planning✓ | Financial Planning | ★ 5.0 | 96 |
| 2 | SimpliFi✓ | Financial Planning | ★ 5.0 | 95 |
| 3 | Darrin A. Santos, CFP®-FSI Wealth✓ | Financial Planning | ★ 5.0 | 70 |
| 4 | One Degree Advisors✓ | Financial Planning | ★ 5.0 | 66 |
| 5 | Traction Wealth Management✓ | Financial Planning | ★ 5.0 | 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.