Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

I'm able to get weekly updates from the firm owner. I find his understanding of the markets…read moreextremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.

Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work…read morewith and very professional. I highly recommend him, especially his very affordable rate. Because of his assessment, we were able to make an important educated decision about our retirement. You will not regret hiring him, very personable, knowledgeable and easy going. Please recommend him to other people as well. The best investment we have ever spent !

To set up appointment is impossible. Requested to book appointment online and they never return my…read morecall to set up appointment. You will end up dealing with hours on the phone pleading for appointment and they only say we send request and never get back to you! Also they freeze your account while accepting a deposit no problem but then requiring a rigid list of documents as a proof of address .

After trying/failing to get a check issued for a rollover via their website, tried doing an…read morein-person visit to this office. It didn't work: it took weeks to get my funds out of their account. I walked into the La Jolla office, asking for assistance, and the man at the counter basically said: "We don't issue checks here" and didn't offer any useful information. I realize that's not how they operate- but some helpful advice/support for a client with an account would have been appreciated.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Working with Tim Dyre has been one of the best financial decisions I've made in planning for my…read moreup-and-coming retirement in three years. I came to him worried about whether the monthly amount I was pulling from my investment account was safe--too high and I risked depleting my savings too quickly, too low and I wouldn't enjoy the retirement I've worked for. He walked me through detailed modeling (including various market scenarios and inflation adjustments), helped me understand safe withdrawal rates tailored to my specific situation, and gave me a clear, personalized plan that balances income needs with long-term security. The process was thorough yet easy to understand, and I left feeling much more secure about my financial future. If you're in or approaching retirement and want expert help with sustainable withdrawals, do give Tim Dyer a call today! He is outstanding!" Five Stars!

Tim responded extremely quick. I reached out for hourly financial advise and he does not offer an…read morehourly rate. He was very helpful with a recommendation though. Thank you.

Bruce Jacobson is a consummate professional. He takes the time to get to know his clients, and…read moreinsures that he understand their financial goals. He is dedicated to his craft; know that you are in great hands with him.

I've been working with Bruce for several years now. We trust Bruce with all our investments and we…read moretrust him fully to make the best decisions that will benefit me and my family. If you want a great trusted advisor with honesty and integrity then Bruce is your man. Thank you Bruce for helping me invest in my future and my retirement.

I had a pleasure of meeting Mike Canzone. He looked at the information I provided prior to the…read moremeeting and answered all my questions and explained how retirement savings work. He also provided very helpful guidance on what to do next. All of this was done during complimentary meeting and now I know how I am doing! He also said I can reach out to him if I have any other questions. Just have to give him an email or a phone call! What a wonderful man! Thank you so much Mike for spending time with me and educating me!

From the owner: Canter Wealth offers fee-only investment management and financial planning services. Our advisors…read moreare Certified Financial Planners who adhere to the fiduciary standard of care. - Investing - Financial Planning - Tax Strategy - Real Estate - Retirement Planning - Risk Management - Estate Planning

I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

When my husband and I got married we knew we differed in our perspectives and experiences regarding…read moremoney! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us.

I would highly recommend working with either Mateo or Isaac Levy. They really know the business…read moreand get you the best deal their is. I have never worked with anyone who was more committed to accommodating my lifestyle rather than just making a quick buck.