San Diego Wealth Management - San Diego, California

Discover the Excellence of San Diego Wealth Management

Located at 6390 Greenwich Dr #215, San Diego, CA 92122, San Diego Wealth Management stands out as a premier financial service provider in the beautiful city of San Diego. With a Phone Number: 858-270-7705, potential clients can easily reach out to schedule consultations or inquiries. Their professional services are accessible through their user-friendly Website: sandiegowealth.com, showcasing their commitment to transparency and customer engagement.

Specialties: San Diego Wealth Management specializes in offering expert advice through Financial Planner services. Their team of professionals is dedicated to helping individuals and families achieve their financial goals, whether it's saving for retirement, wealth accumulation, or estate planning.

For those who require accessibility, San Diego Wealth Management is accommodating with a Wheelchair Accessible Entrance, parking lot, and restroom. This ensures that everyone, regardless of physical ability, can receive the high-quality financial advice they deserve.

One of the key points of interest for clients is the establishment's recommendation to appointments. This practice ensures personalized attention and helps manage client flow efficiently.

Customer reviews are a testament to the quality of service offered. On Google My Business, San Diego Wealth Management has received 1 review, boasting an impressive Average Opinion: 5/5. This high rating underscores their commitment to excellence and client satisfaction.

For anyone considering their financial future, seeking the guidance of a knowledgeable financial planner is invaluable. San Diego Wealth Management offers just that, combining professional expertise with accessibility and customer-friendly practices.

👍 Reviews of San Diego Wealth Management

Keith K.

5/5

I started going to San Diego Wealth Management when I finally realized that I could use a little professional help after managing my own money, with moderate success, for forty years. Kathleen has been my primary Financial Advisor and she has been great. She has been willing to stay well past their normal hours in order to sit with my wife and I and discuss options and plot out our upcoming retirement. One thing that was also helpful was bringing in a lifestyle coach that helped us define exactly what we expected our "Golden Years" to look like. It is one thing to stop working, it is quite another to set a realistic expectation as to what you will do with your time. Then, with Kathleen's help, we were able to put together a financial plan to ensure that we could enjoy our retirement without worrying about running out of money before we ran out of time. I can honestly say that with San Diego Wealth Management's assistance, my wife and I are not only looking forward to our retirement, but were are starting it years before we thought we could.