SD

San Diego Wealth Management

Name: San Diego Wealth Management
Address: 6390 Greenwich Drive, San Diego, CA, 92122, US
Telephone: (858) 270-7705
Price range: $$$
Rating: 5

Your trusted partner for financial success and retirement planning in San Diego.

No reviews yet

Business

$$$

Claim this business

About San Diego Wealth Management

San Diego Wealth Management provides personalized financial advisory services to help clients achieve their long-term goals, including retirement planning, investment strategies, and lifestyle coaching. With a dedicated team led by advisors like Kathleen, we offer extended support to ensure you can enjoy your golden years with confidence and financial security. Our holistic approach combines financial expertise with lifestyle insights to create realistic, sustainable plans tailored to your needs.

Photos

No photos available

Business Info

Loading hours...

(858) 270-7705 www.sandiegowealth.com/

Location

6390 Greenwich Dr #215, San Diego, CA 92122, USA

Services Offered

Retirement Planning

Comprehensive strategies to ensure financial stability and enjoyment during retirement, including budgeting and goal-setting.

Investment Advisory

Personalized investment management and advice to grow and protect your assets over time.

Lifestyle Coaching

Collaboration with coaches to define retirement expectations and align financial plans with personal goals.

Financial Consultation

One-on-one sessions to discuss options, plot financial futures, and address specific client needs.

Wealth Management

Holistic services covering estate planning, tax strategies, and overall financial health management.

Reviews

5(1 review)

K

Keith Kaufman

via Google

over 7 years ago

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.