Seawise Financial

  • Financial Planners/Advisors
  • Open for Business
120 Birmingham Drive, Suite 240F
Cardiff by the Sea, CA 92007
(619) 738-3079
  • About

    Seawise Financial is a financial planner located in San Diego, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice. We work on a fiduciary, fee-only basis.

    We specialize in helping you reduce uncertainty, optimize your investments, and simplify the complexity of your financial situation so you can retire on your terms. We typically work with retirees and professionals over age 50 that are retirement focused. They prefer to spend their free time doing the things they enjoy and value the time saved by delegating their finances to us.