Best Financial Planners in San Diego, California
Rankings use the published BizScore formulas. How we score
Top Financial Planners in San Diego
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Showing 1-19 of 19 Financial Planners listings in San Diego, CA · page 1 of 1
#1Sage Financial Planning Top-Rated
Score breakdown
- Financial Planner
- San Diego, California
- (619) 432-5078
- sagefinancialsd.com
Sage Financial Planning is a financial planner in San Diego, CA, located at 4654 Idaho St. The firm provides fee-only, values-based financial planning services to clients in San Diego and nationwide via virtual meeting platforms. Shannon Fleener, a CERTIFIED...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 641-3619
- thefinancialhaus.com
Financial Haus is a financial planner in San Diego, CA, located at 1253 University Ave UNIT 1002. The firm provides financial planning and coaching for every generation and stage of life, with a specific focus on helping millennials and younger adults build a...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 814-4100
- purefinancial.com
Pure Financial Advisors is a financial planning firm in Brea, CA, located at 800 N. State College Blvd. It holds a rating of 4.60 based on 0 reviews. Pure Financial Advisors is a Registered Investment Advisor (RIA) that provides comprehensive financial...
Score breakdown
- Financial Planner
- San Diego, California
- (503) 351-5289
- barrettfinancial.com
Mortgage Advisors at Barrett Financial Group (NMLS #2328729) is a financial planner in San Diego, CA. The firm operates as a mortgage broker providing tailored loan solutions for individuals and families seeking to buy, refinance, or explore homeownership...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 672-5932
- prosperitypw.com
Prosperity Private Wealth is a financial planner in San Diego, CA. The firm specializes in helping individuals develop sound retirement strategies and focuses on money management, investments, and wealth preservation. Their service offerings include...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 622-9009
- epwealth.com
EP Wealth Advisors of San Diego is a financial planner in San Diego, CA. The firm provides a wide range of specialized services, including retirement planning, estate planning, tax planning, and investment management. Their expertise extends to complex life...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 345-1197
- definefinancial.com
Define Financial is a financial planner in San Diego, CA. The firm specializes in retirement-focused planning, helping clients manage the complexities of wealth transition through services such as tax planning, income planning, legacy planning, investment...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 681-1914
- darrinsantos.com
Darrin A. Santos, CFP®-FSI Wealth is a financial planner in San Diego, CA. The firm specializes in crafting personalized financial plans that include retirement vision, investment strategies, and wealth management services. It serves individuals seeking...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 302-8303
- traction-wealth.com
Traction Wealth Management is a financial planner in San Diego, CA. The firm specializes in providing personalized financial solutions with an emphasis on tax efficiency, particularly for court reporters and Intuit employees. Their service offerings include...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 251-4545
- serenityfinancialplanning.com
Serenity Financial Planning is a financial planner in San Diego, CA. The firm provides fiduciary planning services, investment management, and retirement strategies tailored to long-term goals. It serves individuals who are five to seven years from retirement...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 294-6008
- financialplannersandiego.com
Copley Financial Group, Inc. is a financial planner in San Diego, CA. The firm serves individuals and families nearing or already in retirement, providing sophisticated financial planning strategies to help clients achieve financial security. The business...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 251-4545
- serenityfinancialplanning.com
Serenity Financial Planning of San Diego is a Financial Planner in San Diego, CA. The practice provides fiduciary planning services, investment management, and retirement strategies tailored to long-term goals. Founded by Susan Alefi, AAMS, ChFC, EA, the firm...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 925-8000
- tidemarkfp.com
Tidemark Financial Partners is a financial planner in San Diego, CA. The firm provides independent wealth management and comprehensive financial planning services, specializing in developing holistic retirement plans that incorporate unique employer benefits...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 432-5078
- sagefinancialplanning.com
Sage Financial Planning is a Financial Planner in San Diego, CA. The firm provides wealth management, financial services, and investment management to individuals and business owners. Their specialized services include retirement planning, asset management...
Score breakdown
- Financial Planner
- San Diego, California
- (858) 805-1022
- blakegallion.com
Blake Gallion, CFP is a financial planner in San Diego, CA, located at 12396 World Trade Dr UNIT 310. The business provides faith-based financial and retirement planning to individuals and families in Rancho Bernardo, Poway, and North County San Diego. It...
Score breakdown
- Financial Planner
- San Diego, California
- chillaxfinance.com
Chillax Finance is a financial planner in San Diego, CA, located at 3288 Adams Ave #16473. The business offers bilingual, judgment-free financial coaching to help clients manage their money with confidence and less stress. Services include personalized...
#17TruFinancial
Score breakdown
- Financial Planner
- San Diego, California
- (619) 955-5565
- trufinancial.org
TruFinancial is a financial planner in San Diego, CA. This independent, full-service firm provides an innovative approach to financial planning, serving clients through specialized services including debt and credit management, tax and accounting, budgeting...
Score breakdown
- Financial Planner
- San Diego, California
- jonluskin.com
Jon Luskin, CFP® is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) and financial planner in San Diego, CA. He specializes in providing hourly advice for do-it-yourself investors. The business holds a rating of 5.00 based on customer reviews. Luskin hosts the...
Score breakdown
- Financial Planner
- San Diego, California
- (619) 363-5187
- nextgenfinancialplanning.com
Next Gen Financial Planning is a financial planner in San Diego, CA, located at 1455 Frazee Rd Suite 543. The firm provides fee-only financial planning and investing services for individuals and businesses, with a specific focus on helping high-earning...
BizScoreAI ranks 19 financial planners in San Diego, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in San Diego ranked on BizScoreAI?
By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.
How many financial planners in San Diego, California does BizScoreAI track?
19 financial planners in San Diego currently meet the profile-quality bar for this page, with an average BizScore of 60 and a top score of 77.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 26% of measured financial planners in San Diego score 50 or higher.
Is being listed free?
Yes. Every financial planner in San Diego is listed and scored for free, and claiming a listing is free too.
