<

San Diego Office

Our San Diego wealth management practice blends national firm capabilities with personalized service focused on your financial success.

Contact San Diego Office
Photo of the city of San Diego
office image

San Diego Office: 600 West Broadway Suite 2625 San Diego, CA 92101

M-F 8:30 AM - 5:00 PM

Contact San Diego Office

600 West Broadway Suite 2625 San Diego, CA 92101

M-F 8:30 AM - 5:00 PM

We Know San Diego

As Southern California’s second-largest city, San Diego is home to professionals in biotechnology, defense, telecommunications, and tourism, as well as entrepreneurs. Our team understands this diverse region’s financial landscape, from executives managing complex compensation to business owners and multi-generational families. Whether you’re building wealth, preparing for a liquidity event, or planning for retirement, our San Diego financial advisors provide sophisticated planning informed by local market knowledge and supported by comprehensive national resources.

Wealth Management Services in San Diego

Our San Diego financial advisors provide comprehensive wealth management incorporating investment strategies, tax planning, estate planning, and risk management solutions.

Contact San Diego Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in San Diego

Our San Diego team operates as fiduciaries with specialized knowledge, leveraging Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full San Diego Team

Our Latest Insights

Ben Pace and Joseph Matus

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Individuals and Families

Trump Accounts: What Every Parent Needs to Know

July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2026 Economic and Market Outlook

July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…

Additional Nearby Offices

San Diego (La Jolla)

4350 Executive Drive

Suite 215

San Diego, CA 92121

Our San Diego office provides wealth management services combining national resources with personalized attention focused on your financial success.

Contact San Diego (La Jolla) Office

Orange County

18881 Von Karman Avenue, Suite 950

Irvine, CA 92612

Our Irvine office provides wealth management services that combine national resources with personalized attention, designed to help you achieve your financial goals.

Contact Orange County Office

Your Introduction to a Trusted Financial Partner Awaits

Contact San Diego Office

Our San Diego office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

San Diego Office

600 West Broadway

Suite 2625

San Diego, CA 92101

Call us to Schedule: (212) 202-1810

Contact Our San Diego Office

Call Us: (212) 202-1810

Or Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here