Parabolic Asset Management - San Diego Financial Advisor - Coronado, California

Parabolic Asset Management, located in San Diego, is a well-regarded financial advisor firm. With its address at 455 Orange Ave Unit G, Coronado, CA 92118, United States, it is easily accessible to clients in the area. The firm's website, parabolic.us, provides a wealth of information about their services and team.

Parabolic Asset Management specializes in financial consulting, financial planning, and investment services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals. They offer personalized solutions tailored to each client's unique needs, whether it be retirement planning, estate planning, or investment management.

One of the standout features of Parabolic Asset Management is their commitment to accessibility and inclusivity. Their offices are wheelchair-accessible, and they offer gender-neutral toilets, making their services accessible to all. They are also proud to be a LGBTQ+ friendly and transgender safe space.

The firm has received high praise from clients, with an average rating of 5/5 on Google My Business based on 10 reviews. Clients have noted the firm's expertise, professionalism, and personalized service.

To schedule an appointment with Parabolic Asset Management, it is recommended to do so through their website. They offer both on-site services and online appointments, making it convenient for clients to meet with their advisors.

Reviews of Parabolic Asset Management - San Diego Financial Advisor

Christine LaBounty

5/5

To say that I was impressed with Rainier's services would be an understatement. I have met with my fair share of Portfolio Managers & Analysts in the past, and I was immediately impressed with the unique strategy Rainier offered. On top of the caliber of content and professionalism in his delivery, it was evident just how passionate and knowledgable he truly is about his business. What sets him apart is his understanding of the analytics that drive the market and subsequent effects on client portfolios. He was honest and patient as I worked my way through the bevy of questions I had. I would strongly recommend Rainier to anyone seeking these type of financial services.

Monique Frey

5/5

I have had the good fortune of getting to know Rainier Trinidad in both professional as well as social business settings. He is by far one of the most knowledgeable, level-headed and disciplined professionals whom I have come in contact with in years. He goes the extra mile with every client to ensure that he is always ahead of the curve, and abreast of any and all financial trends.
Finances and the handling of them is an extremely personal issue that should be entrusted to only the most dedicated of professionals, that is Rainier. I have recommended his service to friends and family and will continue to do so wholeheartedly.

Daniel Torres

5/5

I've known Rainier for over 3 years and he has provided an exponential amount of financial market information to me and our business. I am a 29-year-old entrepreneur who will be married soon. I look forward to working with Rainier to help our future financial success.

KC GEM

5/5

Rainier is the new innovated way of working with your financial adviser. The way he has his company set up is brilliant. It is a MUST to meet with him, if you have not done so already. His confidence of the market, professionalism and years of experience allows him to make smart moves to increase your assets for years to come. Don't keep him a secret; tell all your friends and family! Thanks Rainier for everything...Im grateful!

John Rush

5/5

Rainier has an extensive knowledge of the markets, a very pleasant manner, and extraordinary patience with clients. I credit him with a major role creating the financial security I feel I have today. I am fortunate to know him and I am sure you will feel that way too.

Corie Schneider

5/5

Rainier is one of the most intelligent people I know -- but the best part about working with him and the financial services he offers is that he can explain exactly what he is doing in simple terms. He is completely transparent with everything he does and keeps his clients informed of the best options for their finances. I highly recommend working with Rainier.

Cam Schultz

5/5

I always look forward to hearing Ranier's take on the market, and have done well taking his financial advice. He is super savvy with all the technical details, very professional, and since he's a fiduciary I know he puts his client's financial interests first. He's especially good at protecting you from market downswings -- he pays a lot of attention to that. Definitely a great choice for managing retirement funds and other investments.

Sonny Gokhale

5/5

Rainer is an excellent investment advisor and an all-around great guy. His unique approach to investing is truly revolutionary. He cares deeply about his clients and works hard to accomplish their objectives. Rainer is also a CFA charterholder which shows his dedication to his craft, considering the difficulty and dedication required to pass this set of exams. I would highly recommend his services to anyone looking for an ethical, compassionate, and highly-skilled financial professional.