What to do if you're retiring
It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.
7 min read
Find a financial advisor near San Diego, CA
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
3 agents found - Take our quiz to see our full list of certified advisors in your area.
Jamie Lima, MBA, CFP®, CDFA®
Woodson Wealth Management
Expertise
Investment Management
Expertise
Investment Management
AUM
$22M
Experience
20 years
Pricing
AUM, Flat Fee Retainer
Henry Hoang, CFP®, CHFC®, CLU®
Bright Wealth Advisors, LLC
Expertise
Investment Management
Expertise
Investment Management
AUM
$9M
Experience
15 years
Pricing
AUM
Taylor Sutherland, CFP®
Halbert Hargrove
Expertise
Investment Management
Expertise
Investment Management
AUM
$3B
Experience
22 years
Pricing
AUM
What are people saying about Zoe advisors?
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"Phenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there."
The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
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