Best Financial Advisors in Oceanside

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
170+
Advisors
4.9/5.0
Average Rating

Oceanside Financial Landscape

Oceanside's economy is bolstered by tourism, retail, and healthcare. The city benefits from its strategic location in San Diego County.

Major industries
Tourism, Retail, Healthcare
Population
172.8K (metro: 3.3M)
Median household income
$75,000
Unique needs
Oceanside requires tailored financial strategies due to its tourism dependency and housing market volatility.
Market Insights
Economic Growth
According to BEA (2023), Oceanside's economy is growing steadily, driven by tourism and local businesses.
Wealth Demographics
According to Census (2023), the median income in Oceanside is approximately $75,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Oceanside are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Oceanside's cost of living is above the national average, primarily due to housing costs.
Real Estate Market
According to Zillow (2024), the real estate market in Oceanside is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), Oceanside's business climate is favorable, attracting new startups and established companies alike.

Top 5 Financial Advisors in Oceanside

Seaside Wealth Management
★ ★ ★ ★ ★ 5
IDA Wealth - Intelligence Driven Advisers
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Matt Rose
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Dale M Maas
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Erin Gulliksen
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Oceanside, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Oceanside-Specific Expertise
For Oceanside residents working in Tourism, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Oceanside's tourism reliance poses economic risks; housing market volatility raises bubble concerns. Diversify investments and prepare for potential flooding.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland