Best Financial Planners in San Diego (2026 Rankings)

Pure Financial Advisors stands out for its fee-only fiduciary model, ensuring advice is always in your best interest. They offer comprehensive financial planning services, covering everything from retirement and investment management to estate planning and tax strategies. Their client-centric approach aims to build long-term relationships based on trust and transparency.

Canter Wealth specializes in personalized financial strategies designed to meet your unique goals. They pride themselves on delivering clear, actionable advice and building robust portfolios for long-term growth. Their commitment to client success is evident in their attentive service and proactive planning.

Traction Wealth Management focuses on propelling your financial journey forward with innovative strategies. They emphasize a proactive approach to wealth building and capital preservation. Clients benefit from their forward-thinking advice and dedication to achieving ambitious financial objectives.

Darrin A. Santos, CFP® at FSI Wealth offers highly personalized financial planning with a strong emphasis on fiduciary responsibility. He works closely with clients to understand their individual circumstances and craft tailored strategies. Expect dedicated service focused on achieving your specific life goals through sound financial advice.

One Degree Advisors is dedicated to providing unbiased financial advice through their fee-only model. They focus on building strong client relationships by offering clear, comprehensive financial planning services. Their team works collaboratively to help you navigate complex financial decisions with confidence.

Platt Wealth Management offers seasoned expertise in guiding clients through their financial lives. They are committed to providing tailored investment and financial planning solutions. Their focus is on building lasting relationships through consistent, reliable advice.

Jon Luskin, CFP®, provides straightforward and insightful financial planning advice. He emphasizes a clear, no-nonsense approach to helping clients achieve their financial objectives. His expertise is particularly valuable for those seeking clarity and strategic guidance in their investment and retirement planning.

Financial Haus offers a modern approach to financial planning, making expert advice more accessible. They focus on building personalized strategies that align with your lifestyle and future aspirations. Clients appreciate their clear communication and commitment to financial education.

Wealth Legacy Group, Inc. specializes in helping clients build and preserve their wealth for future generations. They offer comprehensive estate planning and investment management services. Their approach is designed to provide peace of mind and long-term financial security.

After-Tax Wealth Management uniquely focuses on optimizing investment strategies to minimize tax liabilities. They provide specialized advice for maximizing returns while considering the impact of taxes. This specialized approach is ideal for clients looking to enhance their after-tax investment performance.