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San Diego financial planners
Give Price Proposals
Below are San Diego financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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Brigand Kline San Diego, CA
New England Financial
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BS (1995), U.S. Naval Academy; MBA (2003), San Diego State University; CFP (2005), CERTIFIED FINANCIAL PLANNER™, CFP® (click for more info)
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John R Peelle San Diego, CA
Peelle Financial & Insurance Services
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BA (1996), San Diego State University (click for more info)
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Robert T Boyer, Ph.D. San Diego, CA
San Diego's Finest Real Estate
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Ph.D. (2005) Computer Science - University of California at San Diego; M.S. (2002) Computer Science - University of California at San Diego; B.A. (1986) Computer Science - University of California at San Diego; Minor Mathematics (click for more info)
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Terry A. Green, CFP San Diego, CA
Blue Water Capital Management, LLC
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BS (1995), Ohio University Pursuing MBA, San Diego State University (click for more info)
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Cheryl Giustiniano, CFP San Diego, CA
Raymond James Financial Advisors
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CFP - College of Financial Planning BA- Villanova University (click for more info)
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(Click here to start price quote process)
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(Professionals who wish to be listed please click here.)
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San Diego Financial Planners
NOT registered with MedLawPlus.com®
Ted Roman
Roman Financial Advisors
3737 5th Ave, Suite 201
San Diego, CA 92103
Phone: (619) 209-6565
Email: ted@feeonlyadvisor.com
URL: www.feeonlyadvisor.com
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Jeffrey M. Siegel
Raymond James
4330 La Jolla Village Drive, Suite 330
San Diego, CA 92122
Phone: 858-866-3550
Toll-Free: 877-752-6463
URL: www.raymondjames.com/siegelfinancial
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Derek Myron
Centara Capital Management Group, Inc.
8880 Rio San Diego Drive, 4th Floor
San Diego, CA 92108
Local: (619) 398-1700
Toll Free: (888) 599-4600
Email: info@centaracapital.com
URL: www.centaracapital.com
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J. Graydon Coghlan
Coghlan Financial Group, Inc.
4370 La Jolla Village Drive, Suite 630
San Diego, CA 92122
Phone: (858) 550-3960
Email: jgcoghlan@cfgretire.com
URL: www.coghlanfinancial.com
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Audrey Coleman
Coleman & Johnson Financial Advisors
3131 Camino Del Rio N., Suite 1010
San Diego CA, 92108
Phone: 619-282-3288
URL: www.coleman-johnson.com
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Elisabeth Cullington
Cullington Hill Advisors
GOVERNOR PLAZA
5151 Shoreham Place,
Suite 200 San Diego, CA 92122
Tel: 858-546-1444
Email: wealth@cullingtonhill.com
URL: www.cullingtonhill.com
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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