One Degree Advisors - San Diego, California

JUDY K.

I have been with One Degree since 2011 and I’m so glad I did. Anthony Saffer has been my financial advisor/planner and has helped me set up my retirement accounts. I am pleased with his knowledge of stocks & bonds and his patience with all my questions. He has given me the confidence I needed to invest my money.in a good strategic way so that I can be confident in my future even with all the ups & downs of the stock market. Thanks, Anthony!

Pauline L.

One Degree Advisors is not our first financial/investment advisor in the past years. However, they have been our best! My husband and I have been with One Degree for 5 years and we could not be happier with their services. Everyone in the office is very friendly and personable. We feel that Alex Okugawa, our advisor, is a person of high integrity. He is very knowledgeable, detail oriented, and very responsive to our needs or any questions we might have. We feel very comfortable working with him.

Our yearly meetings with Alex provide us with clear updates on our investment performance, future projections, as well as advice on income tax strategies , etc. The level of service he had provided us is unsurpassed. Working with Alex had given us the level of confidence we needed on our financial future and also a tremendous degree of peace of mind. We would highly recommend Alex Okugawa, and One Degree Advisors to anyone for their investment and financial planning needs.

Barbara L.

I have been with One Degree Advisors for many years and it just gets better and better. Recently Alex reviewed my financial plan with me and when I felt I didn't understand everything clearly, we met again until I felt comfortable with all my decisions. He is very thorough and personable. I highly recommend this financial planning group.

Robyn B.

I have been working for many years with One Degree Advisors and their investment strategies have worked very well for me. I retired this year and feel confident I will be able to enjoy my retirement without budget worries. Audrey and Matt have been the 2 advisors who I have worked with the most. They are attentive, informative, courteous and timely in fulfilling any requests. Great group!!

Lissette C.

I was referred to One Degree Advisors over a year and a half ago, and choosing to work with them has had a tremendously positive effect on my finances. I am so much more organized now, and the they provide has led to major improvements in how I have approached decisions pertaining to retirement and debt management, expense management and creation of wealth. Matt Calcagno in particular has been wonderful, and I truly value the relationship I have built with him and the rest of his team, as well as the periodic check-ins to further optimize my financial picture. They are professional, reliable and easy to work with. Highly recommend their services.

Billie S.

My husband & I have been with One Degree since 2017. We are so happy with the service provided by One Degree and especially for Alex Okugawa who manages our accounts. He is very professional and knowledgeable. He presents all information in an easy to understand manner and is willing to answer any and all questions and is quick to respond when we reach out to him with questions. Our meetings with Alex are always thorough with discussion of our funds' past performance and what our future plans should be. We trust Alex explicitly and would highly recommend him. We only wish that we had known about One Degree and Alex sooner.

Tom D.

I am a Certified Financial Planner and Certified Kingdom Advisor. I am the founder of a financial planning firm and have had 35 years leading clients to pursue true financial freedom. Alex knows his stuff and I can verify the plan he models for us is exceptionally well done. While I know our plan is rock solid, if my wife does not sense that, our journey will lack the joy and impact we desire. Jan & Alex are able to communicate with my wife in a way that gives her peace of mind and will allow us to bring our family into the process for extraordinary intergenerational impact. About 2 years ago, I sensed God calling me to experience extravagant generosity. After living a life of frugality, this calling was harder than I could have ever imagined. Alex and Jan have provided the prayer support, emotional support and necessary encouragement for Nancy & I to get to where we never could have imagined. Thank you Lord and thank you One Degree.

Helen E.

One Degree Advisors have been my Financial Advisors for over 15 years. I have confidence in their expertise and trust in their recommendations to manage my portfolio. They listen to my investment questions and offer quarterly reviews. They research before offering advice on long term care and life insurance, annuities, retirement pensions, and taxes. I have referred to friends and family, who also appreciate and trust Anthony Saffer with One Degree.