Financial Advisors in La Mesa, California (San Diego County)

Gregory Richardson, CFP, MS
Dowling & Yahnke, LLC

David Duttenhofer, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);“Fee Only” Comprehensive Financial Planning for individuals, families and small business. Our priorities: 1.Integrity, 2.Experience-Thirty five years in financial services, 3.Service... See More

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

Hillel Katzeff, BA, CFP, MBA

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their financial goals and objectives. Combined we have over 60 years of experience in academia, tax planning, corporate finance, investment management, and financial planning that we have focused into the business of SCM. We are proud to be an independent, family owned firm, which promotes a trustworthy and personable experience for our clients.... See More

Boonseon Gudmundsen, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Beacon Financial Management LLC is a fee only financial planning and investment management firm helping individuals and families with their long term financial goals. We do not believe that financial advice should be only afforded to the most affluent. We strive to make a difference in our client's lives for the long term by connecting where they currently are to where they would like to be. ... See More

What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together. We are a proud member of Buckingham Strategic Partners (formerly the BAM ALLIANCE) an active community of independent wealth management firms throughout the United States. Every member of the Buckingham shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures.... See More

Angela Grillo, AIF, CFP
Our mission is to assist people from all walks of life to coordinate their finances with their life goals. We are unique in that we provide our services in two different ways: 1) on an HOURLY, AS-NEEDED basis for those who manage their own money and would like occasional investment advice and financial planning, 2) for those who do not want the responsibility of managing their own investments, we offer money management at a percentage of the account balance. Very few of the nation's financial planning firms are structured this way in offering financial advice without managing your assets. We welcome those who manage their own money and would like occasional, professional guidance or, supplement their needs by addressing issues that are not offered by your current money manager.... See More

Andrew McVay, CFP, EA, MBA
Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis. Our specialities include:* Retirement planning & strategy including Social Security* Portfolio selection for both individuals and 401(k) plans* Executive compensation (stock option & deferred comp) planning & strategy* Financial consulting for businesses* Special needs planning & strategy
With over 20 years of finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.As a fee only financial planning firm, our client's interest comes first. Our focus and purpose is to deliver clear value to our clients through thoughtful analysis and sound advice. Please contact us to arrange for a free no obligation consultation to discuss your financial situation and how we can be of service.... See More

Our Laguna Beach CPA firm represents privately owned businesses and individuals in the areas of financial statement preparation, accounting system support, tax planning and preparation. We work closely with you and your staff to insure efficiencies in your financial reporting and bookkeeping activities. We have devoted over 20 years working with entrepreneurial individuals and closely held businesses in the areas of accounting and taxation. Our accounting firm focuses on solving our clients' problems by looking for the causes behind their accounting results. We have worked with companies in many industries including but not limited to retail, wholesale/distributors, legal, medical, and real estate, manufacturing and service industries. Our deep expertise and commitment towards excellence makes us trusted partners who know their business and respect yours.... See More

Lauren Klein, CDFA, CFP, EA, MBA

Based in Newport Beach, Klein Financial Advisor, Inc. is a women-owned and women-operated firm offering fee-only investment management and wealth management services to clients throughout Southern California.
Visit our website and Lauren's Blog to see how we think, how we work, and how with partner with women of all ages to help them boost their financial confidence and make smart financial decisions. From rethinking retirement, to rewiring your brain to change how you think about money, we're here to help.
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John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and other clients through his own fee-only firm since 1996. Although the majority of our clients are from the medical field, we serve clients from all walks of life, including retirees. Our Clients' accounts range in size from our minimum of $100,000 to over $2 million.... See More