TruFinancial

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 and cash flow analysis, insurance planning, retirement planning, estate planning, and education savings planning. The firm maintains a 5.00 rating.

Established in 2016 by President and CEO Daniel Meyers, the firm was founded to address gaps in traditional financial services by focusing on client education and day-to-day financial needs such as budgeting and debt management. The team offers a wide array of products by partnering with hundreds of investment and insurance companies to find competitive options for their clients. Their service offerings extend to personal and commercial insurance, including auto, home, life, and disability, as well as professional tax preparation and business entity services.

TruFinancial is recognized for its commitment to excellence through expertise. The firm is known for its dedication to helping clients control spending, save money, and reduce overall financial stress through a personalized, professional approach.

TruFinancial provides expert financial guidance and comprehensive planning services to the San Diego community.

Services:

• Budgeting & Cash Flow Services
• Debt & Credit Management Services
• Insurance Planning
• Retirement Planning
• Tax & Accounting Services