Darrin A. Santos, CFP®-FSI Wealth
Contact Information
-
Address
Financial planner · · 1455 Frazee Rd Ste. 804-A, San Diego, CA, 92108 -
Phone
(619) 681-1914 -
Website
darrinsantos.com
Location
About Darrin A. Santos, CFP®-FSI Wealth
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 guidance on managing their financial future, with a focus on retirement planning, investment management, and asset protection. The firm has over 34 years of experience and operates out of 1455 Frazee Rd Ste. 804-A in San Diego. It holds a strong reputation for its fiduciary approach, ensuring all advice is in the client’s best interest.
Darrin A. Santos, CFP®-FSI Wealth is led by Darrin Santos, a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in investments, portfolio management, tax strategies, estate planning, and insurance. The firm emphasizes building personal relationships with clients and helping them achieve financial independence through customized planning. As a fiduciary, the firm prioritizes transparency and integrity, using cutting-edge technology to provide meaningful financial planning. The team takes a proactive approach, offering detailed analysis and real-time "what-if scenarios" to illustrate potential outcomes and guide clients through complex financial decisions.
The firm maintains a well-optimized website that search engines read cleanly, and thorough, well-documented business information is available online. This ensures that clients and prospects can easily access accurate details about the firm and its services.
With decades of experience and a strong commitment to personalized service, Darrin A. Santos, CFP®-FSI Wealth continues to support San Diego residents in navigating their financial futures with confidence and clarity.
Services:
- Investment Strategies
- Retirement Planning
- Risk Mitigation
- Tax Planning
- Wealth Management
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