Does the word budget make you want to run for the hills? Do you get confused when people mention the words 401(k), IRA, or mutual funds? We’ve compiled a list of the top 7 financial planners in San Diego, CA:

1. Bull Oak Capital

⭐⭐⭐⭐⭐ “Ryan at Bull Oak Capital has a unique approach to investing that clearly makes their group stand out.”

 

2. Chisholm Financial Planning

⭐⭐⭐⭐⭐ “I was most impressed with her ability to help us take small steps towards bigger goals, without feeling any pressure or stress.”

 

3. Edward Jones – David S Peterson

⭐⭐⭐⭐⭐ “He calls me regularly to touch base on my investments and is highly resourceful when it comes to his work.”

 

4. Guide My Finances

⭐⭐⭐⭐⭐ “I love working with Jackie because not only do I know that she’s going to make smart investment recommendations for me, but she’s also very comprehensive.”

 

5. San Diego Wealth Management, LLC

⭐⭐⭐⭐⭐ “I cannot say more for the knowledge, skills, expertise, and friendliness of the staff.”

 

6. Pure Financial Advisors

⭐⭐⭐⭐ “I love working with Pure Financial. The advisors are friendly, knowledgeable, and incredibly helpful.”

 

7. The Options Lady

⭐⭐⭐⭐ “She is quick to respond, and most importantly, thoughtful and analytical in her approach.”