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Top Rated Financial Advisors in Del Mar, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Del Mar, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Del Mar, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Del Mar, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Aaron Wiegman

Savvy Advisors, Inc
CFP®
Aaron Wiegman, a financial fiduciary, provides financial services to clients in the Del Mar, California area. Aaron holds a CFP® certification. Aaron has over 22 years of experience.
Del Mar, CA
Telephone Advisor
Telephone: 858-321-3936
Visit Advisor Website
https://www.savvywealth.com/

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the San Diego, California area.
San Diego, CA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

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Stratos Private Wealth

Stratos Private Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the San Diego, California area.
San Diego, CA
Telephone Advisor
Telephone: 844-249-6534
Visit Advisor Website
https://stratosprivatewealth.com/

Additional Information:

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Financial Planning for Individuals
  • Financial Planning for Businesses
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Serena Kim

Prudential
Serena Kim, a financial fiduciary, provides financial services to clients in the Carlsbad, California area. Serena has over years of experience.
Carlsbad, CA
Telephone Advisor
Telephone: 760-930-7629
Visit Advisor Website
https://www.prudential.com/advisor/serena-kim
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Erick Conway

Strong Valley Wealth & Pension
CFP®
Erick Conway, a financial fiduciary, provides financial services to clients in the San Diego, California area. Erick holds a CFP® certification. Erick has over 16 years of experience.
San Diego, CA
Telephone Advisor
Telephone: 619-480-1413
Visit Advisor Website
www.strongvalley.com

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.
San Diego, CA
Telephone Advisor
Telephone: 619-814-4100
Visit Advisor Website
https://purefinancial.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab, Axos

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Robert Gloss

Prudential
Robert Gloss, a financial fiduciary, provides financial services to clients in the San Diego, California area. Robert has over 5 years of experience.
San Diego, CA
Telephone Advisor
Telephone: 619-246-7365
Visit Advisor Website
https://www.prudential.com/

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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