Best San Diego Financial Advisors to Consider in 2024

The search for the best financial advisor in San Diego can be overwhelming with over 10,000 options to choose from. However, a recent update in 2024 has narrowed down the list to the top 7 financial advisors in the area.

Define Financial, a retirement planning firm specializing in helping individuals over the age of 50 reduce taxes in retirement and optimize investments for income, has compiled a list of the best San Diego financial advisors to consider. These advisors are all fee-only planners who adhere to the fiduciary standard 100% of the time.

Among the top advisors listed are Steven Fox from Next Gen Financial Planning, Mary Beth Storjohann from Abacus Wealth, Scott Frank from Stone Steps Financial, Cady North from North Financial Advisors, Eric Rodriquez from WealthBuilders, Kevin Christensen from Aligned Financial Planning, and James Canole from Root Financial Partners.

Each advisor brings a unique approach and expertise to the table, catering to different client needs and financial goals. However, they all share common traits such as being fee-only, adhering to the fiduciary standard, and being CFP® Professionals or candidates for the CFP® certification.

For those who may not be able to afford a financial planner, there are resources available for pro bono financial planning through organizations like the Foundation for Financial Planning and the San Diego Financial Literacy Center.

When considering hiring a financial advisor, it is important to ask key questions such as whether they are a fiduciary 100% of the time, who they specialize in working with, and how they are compensated. Taking the time to interview multiple professionals and ask the right questions can help ensure you find the right advisor for your financial needs.