Financial Planner Recommendation in San Diego?

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January 17, 2026

by a searcher from Columbia College in San Diego, CA, USA

Does anyone have a recommendation for a good financial advisor/planner in San Diego or Temecula? This is more for personal financial planning, but bonus if they do QoE also!
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Reply by a searcher
in San Diego, CA, USA
Hey Adam, I use Intelligent Total Tax Solutions in Temecula. He handles all of my business accounting, as well as my personal and corporate taxes. He offers financial planning and family office services. DM me and I can put you in touch with them if you're interested.
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Reply by a searcher
from University of California, Santa Barbara in Los Gatos, CA, USA
I've worked with Eric Rodriguez @ Wealthbuilders for personal financial planning and he was great. Not sure if he does QoE work. https://wealthbllc.com/about-eric-rodriquez-cfp-financial-advisor/
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