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San Diego Wealth Management
- Financial Services
- San Diego, CA
About this business
Location details
6390 Greenwich Dr, Ste 230, San Diego, CA, 92122, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I started going to San Diego Wealth Management when I finally realized that I could use a little professional help after managing my own money, with moderate success, for forty years. Kathleen has been my primary Financial Advisor and she has been great. She has been willing to stay well past their normal hours in order to sit with my wife and I and discuss options and plot out our upcoming retirement. One thing that was also helpful was bringing in a lifestyle coach that helped us define exactly what we expected our "Gol... read more
Frequently asked questions about San Diego Wealth Management
How is San Diego Wealth Management rated?
San Diego Wealth Management has a 5 star rating with 1 review.
When is San Diego Wealth Management open?
San Diego Wealth Management is open now. It will close at 5:00 p.m.