Financial Advisors in Poway, California (San Diego County)

Michael Pash, AIF, CFP, MBA
Pure Financial Advisors, Inc. is a Fee-Only registered investment advisor. Our planners are credentialed, experienced and qualified to help you identify strategies to reduce taxes, reduce investment expenses and prudently manage your assets leading to and during retirement. We do not sell financial products or receive commissions. In 2007 Pure Financial Advisors began with a simple idea, what if you could bring together highly qualified advisors with the latest technology and research. And then create a business model designed to reduce or eliminate conflict of interest while delivering state of the art financial advice at an affordable price. We now have a growing firm with over a dozen advisors that are CPAs or CFP Board Certified professionals serving hundreds of clients and managing over 1 Billion dollars. Our rapid success as a firm is a reflection of the exceptional value that we have created for our clients. Please take a close look at how we do it, you may find yourself paying less in taxes, lower investment fees and feeling more confident that you are prudently managing your finances.... 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

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

I've been in the Financial Services industry since 2001 helping clients with their life insurance and retirement planning needs. I have spent the last 4 years helping clients with life insurance planning and life settlements. I just recently obtained my CERTIFIED FINANCIAL PLANNER(tm) designation.... See More

Gregory Richardson, CFP, MS
Dowling & Yahnke, LLC

Christine Skoczek

Charles Hayes, BS, CPA/PFS
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Our "Personal Financial Guardian" service provides a comprehensive program of total wealth management including taxes, tax planning, investment management and financial planning.... 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

Robert Machado, BS, CFP, MBA, MSFP
Compass Rose Financial Planning & Investment Management is a Fee-Only, Full-Service Financial Planning Practice. We specialize in helping you "Chart Your Future" financial success. Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives, then fashioning a customized comprehensive plan, tailored to helping you achieve your specific financial goals. Although we offer Comprehensive Financial Planning, you can define your scope of your immediate concerns and focus on those specific planning needs. We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer: Goal Development Cash and Debt Management Tax Planning Estate Planning Insurance Planning Retirement Planning Educational Expense Funding Investment Planning Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. Start planning your journey today!... See More

Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.... See More