What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Encinitas, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Encinitas, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Timothy Kenney
CFP®
Seawise Financial
Cardiff by the Sea, CA
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Recipients (RSU/ESPP)
Seawise Financial is a financial planner located in Encinitas, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.
Jon Beyrer
CFP®, EA
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, Investment Management, Executive Benefits Planning
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
Eric Rodriguez
CFP®
WealthBuilders LLC
Encinitas, CA
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Stefan Prvanov
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
