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San Diego Wealth Management
- Financial Services
- San Diego, CA
About this business
What if you lived your most inspired life? Your most meaningful life? What if every day you challenged yourself to live your dreams and a life of great meaning? What a difference that would make for you and the world! San Diego Wealth is a whole life planning firm that merges your vision for the life you’ve always wanted to live with the acumen of skilled financial planning, the science of investing, and the best practices in managing your resources.
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 closed now. It will open at 8:00 a.m.