Edward Jones - Financial Advisor: David S Peterson, CFP® - San Diego, California

Introduction to David S. Peterson, CFP®

When searching for a reliable and expert financial advisor, David S. Peterson, CFP® stands out as a top choice, particularly for those residing in or visiting the San Diego area. Located at 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, David offers comprehensive financial consulting services that cater to a wide range of needs. His contact number, 8585230210, is easily accessible for potential clients looking to schedule a consultation.

Key Services

David specializes in a variety of financial services, including but not limited to: Financial consultant, Finance broker, Investment service, and Stock broker. These specialties make him well-equipped to guide individuals and families through the often complex world of finance, ensuring their investments align with their long-term goals.

Facilities and Accessibility

For those visiting David's office, it's important to note that the location is wheelchair accessible, with designated parking and restrooms to ensure a comfortable experience for all clients. This attention to detail underscores David's commitment to customer satisfaction.

Client Testimonials and Reputation

The feedback from his clientele speaks volumes about his professionalism and expertise. With 43 reviews on Google My Business, David has consistently earned a 4.9/5 average opinion, highlighting his ability to not only set and achieve financial goals but also to build trust and lasting relationships with his clients. Testimonials often highlight his responsiveness, proactive approach to investment management, and his unwavering focus on putting clients' interests first.

Recommendation

Given the positive feedback and the comprehensive range of services offered, David S. Peterson, CFP® is highly recommended for anyone seeking a standout financial advisor. Whether you're looking to plan for retirement, invest in stocks, or simply want professional guidance on managing your finances, David's expertise and approachable demeanor make him an ideal choice. We encourage you to visit his official website to learn more about how he can assist you in achieving your financial objectives.

👍 Reviews of Edward Jones - Financial Advisor: David S Peterson, CFP®

Jeffrey G.

5/5

David is an excellent financial advisor to my family and helping us set our goals and strive to achieve them. I've worked with him for a number of years and have recommended him to friends and family because I trust his knowledge of the financial markets, goal setting, and putting his clients' interests first. I've found him to be very responsive and proactive with our investments. Highly recommend to anyone looking for a standout financial advisor.

Ariana F.

5/5

David is incredibly knowledgeable and personable. He makes thoughtful recommendations, takes time to explain and answer every question I have, and is easily accessible. Beyond his financial expertise, he is a great person - trustworthy and affable. Hengameh is also wonderful! David and Hengameh are truly an incredible team and I’m so grateful to have found them.

Jakob T.

5/5

I cannot recommend David and Hengameh enough. Exceptionally professional and treat you like family. Trustworthy. Intelligent. And of course, very good at their jobs.

Matt L.

5/5

I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.

Joey T.

5/5

Five stars for David and his team! As a financial planner, David's friendly demeanor and forward-thinking approach have made all the difference for my family's financial journey. He's helped us exceed our goals and navigate choppy market waters with ease. And let's not forget about his assistant Hengameh – she's a pro at handling financial queries and keeping us on track with important dates. Couldn't recommend them enough!

Daniel W.

5/5

I have known David for many years and he is a true financial professional! Extremely knowledgeable, a tremendous guide for those seeking financial direction and an incredibly nice person. I wish I could give him 6 Stars.

Tim S.

5/5

I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.

Julie T.

5/5

David is a wonderful financial advisor who has helped my family plan for the long-term but also thinks about us on a monthly basis to make sure our investments are sound. He is extremely knowledgeable, diligent and honest and a genuinely very nice person. Exactly who you want managing your money. He not only handles our retirement savings but also helped us secure life insurance after the birth of our daughter. He is a wealth of knowledge and I couldn’t be happier with him. I recommend him to all my friends.