I am a financial planner at Wealth Analytics, a fee-only, fiduciary financial planning firm in San Diego, CA.
We are a team of financial planners helping you create real financial plans and investment strategies you will actually understand, allowing you to build and protect your wealth. We partner with you to help you get organized, make smart financial decisions, grow your investments and net worth, and have confidence and peace of mind around your finances.
I know it can be intimidating and overwhelming to reach out to a financial advisor. Don’t worry, all we are going to do is get on a call to get to know one another. There is no cost and there is no hard sell! We are a fee-only firm, so we have nothing to sell you, don’t receive commissions and don’t receive kickbacks. If it seems like I could be the best advisor for you, we will continue the conversation. If not, no hard feelings, and I will even help you find another advisor that could be a better fit.
Book your free call below or if you have questions call us at (858) 794-2100.