Our Story

A Three Generation Financial Planning Firm in San Diego

We are Financial Planning Consultants, a full-service financial services firm passionate about helping our clients seek financial independence so they can pursue their life goals and dreams. Established in 1977, we are one of the oldest financial planning firms in San Diego.

We provide comprehensive investment management and financial planning with a focus on helping clients pursue their long-term goals. By working closely with an advisor, clients can plan for the many milestones ahead and may feel more confident about their financial futures. Our firm was founded with this belief in mind, and our goal is to serve clients as their lifelong financial advisor, sustaining trusted relationships that span generations.

Whether you have questions about retirement planning, financial planning, estate conservation, investing, tax planning, insurance, or other financial strategies, we can help. While based in Mission Valley, we not only work with clients in San Diego but also throughout multiple states. Whether we’re meeting in your preferred location, our office, or via technology, we want to provide the support, education, and objective recommendations you need to pursue your goals.

If you have any questions about our firm or the range of financial services we provide, we encourage you to contact our office today.