Fee-Only Financial Advisors in San Diego, CA

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 San Diego, 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 San Diego, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Steve Doster

CFP®

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Joseph Plumbo

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Shalmali Kulkarni

CFP®, CSLP®

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Victor Gersten

CFP®

Expat Financial Planning Inc

San Diego, CA

Specialties: Cross-Border Comprehensive Financial Planning, Retirement Income Planning to live abroad, Global Investment Portfolio Management, College Education Planning in the U.S. or abroad, Tax Planning and Tax Treaties with Consideration of Two Countries

Fee-Only financial planner located in San Diego, CA, serving clients virtually, both locally and across the country

I can work with clients anywhere!

Gregory Wells

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Shannon Grey

CFP®, CRPC®, MPAS®

InvestEdge Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation

Fee-Only financial planner virtually serving Midlife professionals, Women, Retirees, and Families. Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.

I can work with clients anywhere!

Rich Donnelly

CIMA®, RLP

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Gabriel Abraham Shahin

CFP®, AIF®, MBA

Falcon Wealth Planning, Inc.

San Diego, CA

Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.

I can work with clients anywhere!

Nate Nieri

CFP®, MSBA

Modern Money Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Investment Management, Tax Optimized Savings Strategies, Retirement Income Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Kathy Costas

CDFA®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Jonathan Grannick

CFP®

Wonder Wealth LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Cash Flow Planning, Rent/Buy Decisions, Investment Management, Travel Hacking with Credit Cards, FIRE (Early Retirement), College Education Planning, Real Estate & Passive Income, Reframing Psychology Around Money

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Larry Koeppel

CFP®, MBA

Digital Wealth, LLC

Los Angeles, CA

Specialties: Comprehensive Financial Planning, Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs), Digital Assets Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Risk Management

Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.

I can work with clients anywhere!

Chris Cooper

CFP®, EA

Chris Cooper & Company

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, ElderCare and Disabled Family Members

Fee-Only Financial Planner working virtually from San Diego, CA

I can work with clients anywhere!

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.

I can work with clients anywhere!

Jamie Lima

MBA, CFP®, CDFA®

Woodson Wealth Management

Ramona, CA

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Divorce

Project-based, and hourly engagements with no asset minimums or the requirement to manage your money. Wealth Management | Estate Planning | Divorce Financial Planning

I can work with clients anywhere!

Valerie Peck

CFP®, MBA

Peck Financial Advisors

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Omar Almaraz

CFP®

Rowling & Associates

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Brad Owen

CFP®, RLP®, RMA®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Christopher Van Slyke

CFP®, CKA®

Constitution Wealth

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner San Diego, Austin, Dallas Fort Worth, Jackson, WY

I can work with clients anywhere!

Brett Hughes

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

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

I can work with clients anywhere!

Danny Michael

CFP®, RLP®, MSBA

Satori Wealth Management, Inc.

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, Wealth Protection and Transfer

Fee-Only retirement planner located in Southern California serving clients virtually across the country

I can work with clients anywhere!

Brian Parker

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Business Planning, Wealth Management, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Planner for women and entrepreneurs serving the east coast through our Washington, DC office and the west coast through our San Diego, CA office.

I can work with clients anywhere!

Taylor Schulte

CFP®

Define Financial

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Maximizing Investment Returns, Optimizing Insurance Policies

Fee-Only Financial Planner for San Diego Professionals Transitioning Into Retirement

I can work with clients anywhere!

Ryan A. Hughes

MBA

Bull Oak

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.

I can work with clients anywhere!

Linda Rogers

CFP®, MSBA, EA

Planning Within Reach

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Sustainable Investing

Originally from New Jersey, Linda Rogers services clients throughout San Diego County and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

I can work with clients anywhere!

Cary Smith

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Adam Fein

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Steven Fox

CFP®, EA

Next Gen Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Student Loans, Investment Management, Tax Planning, Cash Flow & Budgeting

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Tom Nguyen

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Kate Fries

CFP®, CDFA®

The Family Firm

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Divorce Financial Analysis, Empowering Women around Wealth, Intentional and Aligned Spending, Approachable and Inclusive Financial Conversations

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Amar Shah

CFA, CFP®

Client First Capital

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Jackson Miller

CFP®, CRPS®, AIF®

Fiduciary Benefits Group

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management, Socially Responsible Investing (ESG)

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Ryan Serrecchia

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Bridget Grimes

CFP®

WealthChoice LLC

Coronado, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Coronado, CA and Fountain Hills, AZ serving clients locally and across the country virtually

I can work with clients anywhere!

Brandon Silvia

CFP®

Silvia McColl Wealth Management

San Diego, CA

Specialties: Comprehensive Financial Planning, Tax & Estate Planning, Retirement Planning, High Net Worth Client Needs, Divorce Planning, Investment Management, College Education Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Andrew Marshall

CFP®

Andrew Marshall Financial, LLC

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Advice, Decision Making Process

Hourly financial advice for those approaching retirement or already retired. No ongoing investment management fees. Keep your investments where they are now. Meet in Carlsbad, CA or virtually.

I can work with clients anywhere!

Bradley Johnston

CFP®, ChFC®, MSBA

Fiduciary Benefits Group

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Tax Planning, Estate Planning, Risk Management

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Fernando Reyes

MBA, CFP®, ChFC®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Lucas Karasch

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Ashley Stroud

CFP®

Rowling & Associates

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Jared Tanimoto

CFP®

Sedai Wealth

San Diego, CA

Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between

I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.

I can work with clients anywhere!

Lorenzo Sanchez

CFP®

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Adam Werner

CFP®, CPWA®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Derek Holman

CFP®, AIF®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Sean Cartin

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Elliott Servais

MBA, CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Brian Matter

CFP®, CPWA®, CEPA®

Creative Capital Management Investments LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in San Diego, CA

I can work with clients anywhere!

Jeffrey Platt

JD, LLM, CFP®, CFA®

Platt Wealth Management

San Diego, CA

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Portfolio Management, Financial Planning, Asset Allocation

Fee-Only financial advisor and investment manager located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Annette Di Bello

CPA/PFS, CFP®

Di Bello Financial

Carlsbad, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

A CPA Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country

I can work with clients anywhere!

Rick Miller

CFP®, PhD

Sensible Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Waltham, MA, serving clients locally and across the country

I can work with clients anywhere!

Chris Russell

CFP®

Tempus Pecunia

San Diego, CA

Specialties: Comprehensive Financial Planning, Life Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

I can work with clients anywhere!

Jack Curran

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Sheila Hoopes

CFP®

EP Wealth Advisors

San Diego, CA

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Eric Niergarth

CFP®, RICP®

Retirement Roadmap Financial Planning

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

Flat-Fee | We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.

I can work with clients anywhere!

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

I can work with clients anywhere!

Tara Weisinger

CPA

Rowling & Associates LLC

San Diego, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, College Education Planning, Tax Planning and Preparation, Estate Planning, Charitable Giving, Employee Benefits, Stock Options, Insurance Needs and Analysis, ESG Investing

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Jean Sinclair

MBA, MSBA, CFP®

Avenue Advisors, LLC

San Diego, CA

William Holliday

CFP®

Elite Wealth Management

San Diego, CA

Kelly Nilsson

CFP®, CDFA®, JD

Brava Financial, LLC

San Diego, CA

Michael Pash

CFP®, AIF®, MBA

Pure Financial Advisors, LLC

San Diego, CA

Stephen Nelson

CFP®

Birchwood Capital

Vista, CA

Hillel Katzeff

CFP®, MBA

HK Financial, Inc.

Cardiff By The Sea, CA

Allison Alley

CFP®, MSBA, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Jose Armenta

MsBA, CFP®, ChFC®, EA

Create Your Path

San Diego, CA

Jeremy Runnels

CFP®

West Coast Financial, LLC

Santa Barbara, CA

Mike Skolnick

CPA/PFS, RICP®

Axiom Advisory, LLC

San Diego, CA

Shannon Fleener

CFP®

Sage Financial Planning, LLC

San Diego, CA

Joseph Anderson

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Mike Farrow

CFP®

FlightPath Financial Planning

Del Mar, CA

Robert Canavan

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Peter Keller

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Matt Balderston

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Matthew Ryan

Focused Mission Financial

San Diego, CA

Brian Sauter

CFP®, MBA, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Nathaniel Ritchison

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Kyle Stacey

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Bradley Nelson

CFP®

Lyon Park Advisors, LLC

San Diego, CA

Robert McCullock

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Lindsay Martinez

CFP®

Xennial Planning LLC

Oceanside, CA

Amy Cattelino

CFP®, AIF®

Pure Financial Advisors, LLC

San Diego, CA

Leslie Merrithew

EA, CFP®

Merrithew & Thorsten

San Diego, CA

Scott Melbrod

Taxable Wealth

San Diego, CA

Lynn Buchholz

CFP®, MBA

Buchholz Financial Planning

San Diego, CA

Christopher Jaccard

CFP®, CFA

Financial Alternatives, Inc.

La Jolla, CA

Karin McKerahan

CFP®, MBA, RIA

McKerahan Financial Services

Murrieta, CA

Jacob Greenberg

CFP®, ChFC® , AIF®

Pure Financial Advisors, LLC

San Diego, CA

Alan Kneale

Arcadian Financial Services

San Diego, CA

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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)

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