Darrin A. Santos, CFP®-FSI Wealth - San Diego, California

Address: 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, United States.
Phone: 6196811914.
Website: darrinsantos.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free multi-storey car park, Free parking lot.
Opinions: This company has 47 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Darrin A. Santos, CFP®-FSI Wealth

☎️6196811914

⏰ Open Hours of Darrin A. Santos, CFP®-FSI Wealth

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Darrin A. Santos, CFP^® - FSI Wealth

Darrin A. Santos, CFP^® - FSI Wealth se encuentra ubicado en 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, Estados Unidos, y puede ser contactado telefónicamente en 6196811914 o a través de su sitio web en darrinsantos.com.

Características y especialidades

Darrin A. Santos es un asesor financiero con una amplia gama de habilidades y conocimientos que le permiten brindar asesoramiento financiero personalizado a sus clientes. Sus especialidades incluyen planificación financiera, inversión y administración de patrimonio.

Información de contacto

Dirección: 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, Estados Unidos
Teléfono: 6196811914
Sitio web: darrinsantos.com
Horarios y disponibilidad: Los horarios y la disponibilidad pueden variar, es recomendable contactar previamente para confirmar.

Accesibilidad y servicios

El establecimiento está diseñado para ser accesible para personas con discapacidad, con una entrada y estacionamiento accesible.
Ofrece citas en línea y servicios en sitio, lo que facilita la planificación y administración financiera desde la comodidad de su hogar o lugar de trabajo.
* También ofrece un estacionamiento multi nivel gratuito y un estacionamiento gratuito.

Opciones y recomendaciones

Darrin A. Santos ha recibido opiniones muy positivas de sus clientes, quienes califican su servicio como adecuado y eficaz. Algunos de sus clientes destacan su capacidad para entender sus preocupaciones y brindar soluciones claras y simples. Se recomienda contactar a Darrin A. Santos, CFP^® - FSI Wealth para obtener asesoramiento financiero personalizado y confiable.

Si estás buscando un asesor financiero que te ayude a planificar y administrar tu patrimonio, Darrin A. Santos es una excelente opción. Con su experiencia y conocimientos en planificación financiera, inversión y administración de patrimonio, puede ayudarte a lograr tus objetivos financieros. Visita su sitio web para obtener más información y programar una cita en línea.

Por último, si estás buscando un asesor financiero que te ofrezca una experiencia de servicio de alta calidad, Darrin A. Santos es la elección perfecta. Con su compromiso con la excelencia y su dedicación a los resultados, es seguro que encontrarás un asesor financiero que te ayude a alcanzar tu objetivo de una vida financiera segura y próspera.

No dudes en contactar a Darrin A. Santos, CFP^® - FSI Wealth hoy mismo para obtener una cita y comenzar a planificar tu futuro financiero

👍 Reviews of Darrin A. Santos, CFP®-FSI Wealth

Darrin A. Santos, CFP®-FSI Wealth - San Diego, California

Armelda M.

5/5

Darrin Santos has been my financial advisor for many years. I have always felt my portfolio is safe in his capable hands, and I have seen it grow to a comfortable retirement nest egg. He listens to my concerns and answers my questions in ways I can understand. I am very grateful to him for all the effort he puts into my financial stability.

Anthony D.

5/5

My wife and I have been working with Darrin for over a year planning for our retirement. Darrin is compassionate about getting to know his clients and family personally. Darrin created a financial plan to meet our needs. He is very knowledgeable and creative in planning for a great financial future. Maggie is also very helpful and friendly both in the office and on the phone. We are looking forward to a great financial future with Darrin & his team.

Jim D.

5/5

Darrin has been awesome for me and my company. I had funds that were just sitting in the bank and not earning anything. I needed an investment strategy and Darrin provided that for me. Now, I have a balanced portfolio with options to choose investments that I feel comfortable with based on the percentage of risk and reward. Already I am realizing very impressive increases in my stocks.

Also, I don't have a pension except social security, so I needed to figure out what to do when I retire. Darrin has provided a financial plan for my wife and I to make sure we are covered until we are in our 90's. I highly recommend Darrin to help you with your investments and creating a satisfactory financial plan.

Sincerely,
Jim DeVore

Bonnie B.

5/5

Darrin is the most helpful and understanding person! I have cognitive issues and he never ignores me or talks down to me. He is patience and really listens AND hears you. Maggie is right there being helpful and eager to explain things. I would not be able to get investments or financial planning without them

Gail R.

5/5

FSI Wealth Management and Darrin Santos have been my financial advisors since 1995. My husband and I met Darrin at a financial planning seminar he held and decided we wanted a small firm to handle our portfolio.
Since that time Darrin has guided us through different aspects of our life, including saving for college educations for our blended family, investing for our future and my husband’s early retirement at age 55.
My husband passed in 1996 and Darrin has protected our investments, offered sound advise and provided me with a steady stream of income for living and travel.
Gail Rudd

S S.

5/5

Darrin did an excellent job planning my retirement financials as well as reviewing and updating the allocation of our portfolio to be more efficient. He is very knowledgable and pleasant to work with. Very happy with the work he did for us!

Tami R.

5/5

I just started working with Darrin on a recommendation from my mom. Darrin has been working with her for over 20 years. He seems very attentive to my needs and makes me feel secure in him handling my financial affairs. Looking forward to our continued relationship.

Sandi M.

5/5

If you are looking for a financial advisor, you can stop your search now. Darrin Santos has been our
financial advisor for, oh my gosh, decades now. He always keeps us advised as to what is happening to our accounts, which has been more positive than not. We think he is amazing in his investment choices for us, and appreciate his knowledge as to what would be best for us. He has customized our investments according to our needs at the moment, helping us transition from working into our now retirement. Darrin Santos and Maggie Russo are a team that works for their clients, and we are extremely happy with all they have done for us.