Financial Planners in San Diego

“My husband and I feel very fortunate to have found the team at Bull Oak. We were looking for a financial partner we could trust, align with and have confidence in their strategy and execution for our retirement planning. We found that with Bull Oak. From the first meeting and all subsequent meetings with Peter and Michael as well as interactions with Ryan, the team has been professional, knowledgeable, patient addressing questions and through explaining options and potential risk and benefits. We interviewed several other financial advisors and teams before making our decision. For us, Bull Oak hit the mark for being a tremendous resource and partner we could see ourselves working with to ideally position ourselves pre and post retirement. Peter, Michael and Ryan are all highly knowledgeable but they are also relatable and have been a pleasure to work with. Searching for someone to handle your finances can be daunting. We now have peace of mind knowing we are in a good position for the next stages in our lives. If you're searching for a trusted partner, I highly recommend to connect with Peter Campbell @ Bull Oak to learn more about their comprehensive financial services: investment strategy, tax planning, estate planning and so much more!“

“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.“

“Emilio and his team have looked after my accounts for more than ten years. Simply put, I just never worry. They answer when I call, answer all my non-financial minded Engineer questions and keep me apprised of what's going on. Very Happy With the Team! MJ“

“We meet with Danny twice a year for our semi-annual meeting. Every time, during and after our discussions, I marvel at Danny's ability to keep everything relating to our accounts under his close control, to be well aware of our needs and what could help us to make better choices as to our investments and what steps to take to ensure the wealth growth.Danny is very knowledgeable, highly resourceful, responsible, and always ready to advise us on the best possible outcome of our investments. We trust that Danny has our interests at heart and trust his expertise and experience. Over the years, it feels like Danny became a part of our extended family; at least, this is how we think and relate to him.Our decision to work with Danny was the right decision for our us. If you are considering whether to have a financial advisor, we highly recommend you consider Danny Michael and Satori Wealth. With Satori Wealth, you are in very capable and dependable hands.“

“Brian has helped me, my family and my business sort out our financial path forward. I highly recommend him“

“I've been using Edie for decades, from being a W2 employee to owning my own business. They are dependable organized and consistent. You know you're not getting any shadiness. I recommend them often.“

“We have worked with John and now Taylor as well for about 30 years. I would never change Advisors. They listen well, get back to you asap and are incredibly knowledgeable on a variety of subjects. If you item is not their specialty, they have people you can also trust to help you out. Couldn't live without them. If there were more than 5 stars I would give them the maximum.“

“I have been going to Premier Wealth, and my tax man, Mr. Gary Dennis, for 20+ years. He is amazing. I have never been unhappy or concerned about my finances because Mr. Dennis is very knowledgeable and has been in the business for years. I have followed him, and the company, as they have expanded over time. I will continue to be a client because I know they are reputable and know all about me even before I file my taxes.“

“We have consulted and sought input and advice from Illumination Staff for many years now about a variety of financial ,retirement ,investment and a diversity of related topics.Most recently, I had extensive interaction with most of the staff for one reason or other, having to do with relocation of our residence.They were most helpful in helping us navigate through a range of issues, financial and otherwise, a normally stressful experience.Norman, Christopher, Stephanie, Jenna, Kathleen and Daniellewere invaluable and their assistance is greatly appreciated.“

“Outstanding. Highly recommended. Fast and very professional. My taxes are good to go now. Very reasonable price too.“