San Diego Wealth Management - San Diego, California

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San Diego Wealth Management

San Diego Wealth Management, located at 6390 Greenwich Dr #215, San Diego, CA 92122, United States, is a renowned financial planning firm dedicated to helping individuals and families achieve their financial goals. With a strong focus on personalized service and comprehensive financial strategies, they have earned a stellar reputation in the industry.

Specialties and Services:

• Financial Planning: The core service of San Diego Wealth Management is financial planning. They work closely with clients to develop customized financial plans that cater to their unique needs and goals.

Accessibility and Convenience:

• Wheelchair-Accessible Facilities: San Diego Wealth Management is committed to providing accessible services to all their clients. The office features wheelchair-accessible parking, entrance, and restroom facilities.
• Appointment Recommended: To ensure personalized attention and the best possible service, it is recommended to schedule an appointment before visiting the office.

Client Reviews:

With a strong emphasis on client satisfaction, San Diego Wealth Management has garnered positive reviews from their clients. The company has received 1 review on Google My Business, and the average opinion is a perfect 5 out of 5 stars.

Contact Information:

To learn more about San Diego Wealth Management or to schedule a consultation, you can reach out to them via phone at 858-270-7705 or visit their website at sandiegowealth.com.

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👍 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.