Darrin A. Santos, CFP®-FSI Wealth
About the Business
Darrin A. Santos, CFP®-FSI Wealth is a leading financial institution located in San Diego, California. Our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals through personalized wealth management services. With a focus on financial security and growth, we provide expert advice and guidance to help clients navigate the complexities of the financial world. Visit us at 1455 Frazee Road to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
1455 Frazee Rd Ste. 804-A, San Diego, CA 92108, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I work in the financial services field and help people along their journey to retirement through a variety of insurance based products. I was assigned a project where I needed to find a CFP and get answers on a series of issues. After contacting several CFP's, I located Darrin and found him more than generous with his time and willing to share his high level of knowledge and expertise with another in the financial world."
"Darrin has been a wonderful financial advisor for me for several years. He was able to consolidate several accounts for my wife & I making it so much easier to understand. His expertise has enabled the accounts to grow steadily over the years. Darrin & Maggie are always available for a call or video chat, i only wish i had found him 40 years ago."
"Over the past 20+ years Darrin has been a great resource and has helped me with his financial acumen to build a a secure and comfortable retirement portfolio. He is a great listener and has provided a conservative approach to address my long term goals. I would highly recommend his services to anyone looking for a qualified financial advisor."
"The highlight of our year has been finding Darrin and Maggie! We started the year overwhelmed with financial goals and eagerly looking to build the right plan to reaching them. Darrin and Maggie, were super patient, understanding, and transparent in helping us get the plans in place. We feel supported with their guidance and are ending the year feeling optimistic about our financial future. Thank you Darrin and Maggie, the peace of mind you have provided has no words."
"I met Darrin 2 months ago and have been very impressed with his abilities to actively listen and engage with regard to my particular situation and financial needs. His understanding of sometimes complicated family situations and problem solving abilities have created solutions that have been otherwise a long time coming. His warm and sincere interest has built an environment of trust that enables a partnership needed to move forward in financial planning unique to my own situation. I am very grateful to have met him and to be able to work with him going forward. I highly recommend him as a financial planner."
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