TOP 30 Best Community wealth in San Diego, California

Pacific Coast Trust is a reputable law firm located at 4275 Executive Square in San Diego, California. Specializing in trust and estate law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you need assistance with estate planning, trust administration, or probate matters, Pacific Coast Trust is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted institution in the legal community. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

RockSteady Financial Group is a multi-faceted institution located in San Diego, California, offering a wide range of financial, health, insurance, and legal services. Our dedicated team provides personalized solutions for both individuals and businesses, including tax preparation, loan assistance, and insurance coverage. At RockSteady, we prioritize serving our community and making a positive impact in the world. Visit us at 4455 Murphy Canyon Road #100-20, San Diego, CA 92123 to learn more about how we can help you achieve your financial goals.

Dr. Hamid R. Movahhedian, MD is a renowned pediatric cardiologist located at 4002 Vista Way in Oceanside, California. With a wealth of experience and expertise, Dr. Movahhedian serves as a Clinical Instructor in the Department of Pediatrics, Division of Pediatric Cardiology at the University of California, San Diego (UCSD). He is a proud Fellow of the American Academy of Pediatrics and a member of prestigious organizations such as the American Heart Association and the California Association of Neonatologists. Throughout his career, Dr. Movahhedian has received numerous accolades for his outstanding contributions to pediatric care, including the Herman Rosenblum Award for Excellence in Pediatric Intensive Care and the title of America's Top Pediatrician by the Consumers Research Council of America. He is known for his exceptional bedside manner, mentorship skills, and dedication to educating the next generation of healthcare professionals.

Dr. Morris Yen is a renowned pediatrician located at 23823 Valencia Boulevard in Santa Clarita, California. Along with his team of dedicated doctors, including Dr. Vadapalli, Dr. Alessi, Dr. Grino, and Dr. Peters, they provide top-quality healthcare services to the community. Dr. Yen graduated with honors from the University of California, San Diego, and currently serves as Chief of Pediatrics at Henry Mayo Newhall Hospital. Dr. Vadapalli, Dr. Alessi, and Dr. Grino bring a wealth of experience and expertise to the practice, ensuring that patients receive the best possible care. The team is committed to providing personalized and compassionate care to children of all ages. The practice also offers a Patient Portal, allowing patients to conveniently manage their healthcare online. Visit Dr. Morris Yen and his team at Santa Clarita Pediatrics for all your pediatric healthcare needs.

Kristy Lamb, MD is a healthcare institution located at 561 Saxony Place in Encinitas, California, United States. Dr. Lamb is the Founder and President of BOLD Health, where she leads a team of clinicians dedicated to providing integrated psychiatric care, including medication management and psychotherapy, for individuals dealing with mental illness and addiction. Dr. Lamb's approach focuses on building personal relationships with her patients, rooted in respect and individualized care. She is board certified in Family Medicine and Psychiatry from UC San Diego, with expertise in cutting-edge psychopharmacology and psychodynamic psychotherapy. Dr. Lamb's training includes a fellowship in Community and Public Psychiatry at UC San Diego, as well as a fellowship in Psychodynamic Psychotherapy at the San Diego Psychoanalytic Society and Institute. She specializes in Psychopharmacology, Psychotherapy, Addiction Medicine, Maternal Mental Health, and Physician Wellbeing. Dr. Lamb is also a teacher and trainer, dedicated to lifelong learning. In her free time, she enjoys spending time with her family, pursuing fitness goals, and editing her husband's creative projects. The institution also includes Dr. Hirst, who specializes in Reproductive Psychiatry, Addiction Medicine, and Maternal Mental Health. Dr. Hirst completed a dual residency in Family Medicine and Psychiatry at UC San Diego, and founded the UCSD Maternal Mental Health Clinic. She has expertise in psychotherapy and addiction medicine, and serves as Medical Director at local residential treatment facilities. Dr. Hirst balances her work with personal time devoted to recovery, family, and outdoor exploration. Additionally, Dr. Janowsky is part of the team at BOLD Health, offering therapy and medication management using various treatment interventions. She is trained in Integrative Wellness, Trauma-Informed Care, and Addiction Medicine, and sees herself as a partner in her clients' journeys to self-discovery and transformation. In her free time, Dr. Janowsky enjoys yoga, outdoor activities, and spending time with loved ones.

Merrill Lynch Financial Advisor Peter Huffman is a finance institution located at 7825 Fay Avenue in San Diego, California, United States. The institution believes in building relationships through meaningful conversations to help clients prioritize their financial goals. By listening and understanding each individual's aspirations, the team at Merrill Lynch customizes financial approaches to help clients pursue their passions and make informed decisions. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand each client's investing preferences. This assessment helps tailor financial strategies to align with what matters most to each individual. The institution focuses on helping clients manage, grow, and preserve their wealth while considering long-term impacts.

C2 Financial, led by Mortgage Advisor Mitch Palmer, is a top-rated finance institution located at 16486 Bernardo Center Drive in San Diego, California. Mitch Palmer, a former NFL player turned mortgage advisor, brings a wealth of experience and dedication to helping clients achieve their dream of homeownership. With a background in economics and a family history in real estate and mortgage, Mitch is committed to providing fair and competitive rates with integrity and professionalism. As a licensed real estate professional in California since 2002, Mitch understands the value of hard work and dedication, which he brings to every real estate transaction. With a focus on personalized service and communication, Mitch partners with successful realtors to provide top-notch financing solutions for their clients. Whether you are looking to purchase a new home or refinance your current one, Mitch is dedicated to finding the right mortgage that aligns with your financial goals.

Stees, Walker & Company LLP is a leading accounting and finance institution located at 16875 West Bernardo Drive in San Diego, California, United States. Our fiercely loyal experts are dedicated to your success, providing proactive services and personalized strategies to maximize your net profit after taxes. We specialize in simplifying the complicated tax code and organizing your finances to clear the path to your financial future. As your financial strategy advisor, business consultant, and personal sounding board, we go beyond number-crunching to ensure your financial success. Our five-step process is highly customizable and tailored to small-business owners, real estate investors, and high-net-worth individuals and families. We focus on increasing your net worth, protecting your assets, and minimizing your taxes, while also offering estate planning services to ensure a smooth transfer of wealth for generations to come. At SWC, our mission is to make your life better through tax planning, financial strategy advisory, and personalized services that empower you to live your best life. Join our community of entrepreneurs and high-net-worth individuals who trust us to provide answers to questions they didn't even know to ask. Download our free Small Business Guide to Reducing Your Tax Burden Legally and start planning for your financial future today.

Macdonald CPA is a finance institution located at 1111 Sixth Avenue, San Diego, California, United States. Their Terms and Conditions have recently changed, so be sure to review the updates on their website. By continuing to use their services, you are agreeing to a legally binding contract. Download their app to receive $4 off your first $4 or more mobile order and earn points for free food with every purchase. They also offer delivery services through the app, with exclusive deals for app users. Macdonald CPA has upgraded their burgers for a juicier and tastier experience, available for pickup or delivery. Don't miss out on their limited edition McDonald's branded clogs or Crocs with fun charms. In partnership with the Thurgood Marshall College Fund, Macdonald CPA is committed to investing in education and opportunity in Black communities. Order ahead in the app for Curbside, Front Counter, or Table Service to save time and skip the line.

Welcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.

Welcome to RNM Construction, your trusted general contractor located in the heart of Oceanside, California. Situated at 214 San Diego Street, our team is dedicated to transforming your construction dreams into reality. With a commitment to excellence and a passion for quality craftsmanship, we specialize in a wide range of construction services tailored to meet your unique needs. Whether you're planning a residential remodel, a commercial build-out, or a new construction project, RNM Construction is here to guide you every step of the way. Our experienced professionals bring a wealth of knowledge and expertise to ensure that your project is completed on time, within budget, and to the highest standards.

Welcome to the practice of Dr. Prashant Verma, located at 5720 Ralston Street, Ventura, California. As a trusted provider in the fields of Internal Medicine and Allergy-Immunology, Dr. Verma and his team are dedicated to offering exceptional healthcare services to the Ventura community. Dr. Verma, a Ventura native, brings a wealth of experience and expertise to his practice. After completing his Internal Medicine training at UC-San Diego Medical Center, he served as Chief Resident at the University of Hawaii’s Internal Medicine Residency Program. His specialized training in Allergy-Immunology was completed at The UCLA Veteran’s Affairs Hospital and Children’s Hospital of Los Angeles. Since joining the practice in 2011, Dr. Verma has been committed to providing personalized and evidence-based medical care to his patients.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Welcome to Brad Trager Realtor at Surterre Properties, your premier destination for luxury real estate services in Dana Point, California. Conveniently located at 34183 Pacific Coast Highway, our agency specializes in helping clients achieve their home buying and selling dreams in South County and beyond. Led by Brad Trager, a seasoned real estate professional with deep roots in both the Midwest and Southern California, our team brings a wealth of experience and a vast network of industry connections to every transaction. Since relocating to California in 1995, Brad has become an expert in the local market, with a particular focus on the Talega, The Reserve, and Marblehead communities of San Clemente. His approach is characterized by trust, discretion, and a commitment to delivering real estate experiences that are both valuable and rewarding. With a background as a successful sales executive and the influence of his mother, a veteran real estate agent, Brad excels in negotiating favorable deals and ensuring smooth transactions.

Fred Shadlow - State Farm Insurance Agent is a trusted insurance agency located at 7332 Casper Drive in San Diego, California. Our office is proud to be solar powered, showing our commitment to being a green neighbor in the community. With over 20 years of experience serving San Diego, our team, led by Mario Santos and Florencio Solano, is dedicated to providing the finest in personal service. We offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company. Our team can also help you with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company. In the event of a disaster, Joanne Bourbeau is ready to deploy her teams to assist, even creating a disaster plan that includes your beloved pets.

Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.

Welcome to Russell Johnson - Homebase Realty, your trusted real estate agency located at 4916 Palo Verde Avenue in Lakewood, California. We are dedicated to providing exceptional service to help you navigate the exciting journey of buying or selling a home. Our website offers a wealth of resources to assist you in making informed decisions, including comprehensive home listings with detailed descriptions, photos, and valuable community and school information. Whether you are a first-time homebuyer or a seasoned seller, we are here to address all your real estate needs. Explore our website to learn about the current market values and find everything you need to make confident real estate decisions. When you're ready to take the next step, feel free to call or email us to schedule a visit to some homes or to arrange a free consultation for buying or selling your property.

Scripps Ambulatory Surgery Center - XiMED Building is a specialty center located in La Jolla, California, offering outpatient surgery services in a convenient and modern facility. Our surgeons utilize the latest minimally invasive techniques to treat a variety of medical conditions. The center is part of the larger Scripps Health system, which includes over 2,500 physicians across multiple specialties. Located on the campus of Scripps Memorial Hospital La Jolla, our center provides a seamless and efficient experience for patients. With paid parking options, including valet service, and self-pay kiosks for easy payment, we strive to make your visit as stress-free as possible.

North Island Credit Union, located at 10549 Scripps Poway Parkway in San Diego, California, is a federally insured financial institution regulated by the National Credit Union Administration. As a designated Community Development Financial Institution (CDFI), they specialize in providing financial services to low-income communities and individuals who may have limited access to traditional financing. North Island Credit Union is dedicated to ensuring their website is accessible to all individuals, following guidelines such as WCAG 2.1 at levels A and AA. With a commitment to inclusivity and financial empowerment, North Island Credit Union is a trusted partner for all your banking needs.

Principal Financial Group, located at 4370 La Jolla Village Drive in San Diego, California, is a finance and insurance agency that is dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the Principal Financial Network of Southern California, their team of professionals offers a range of services to meet the diverse needs of their clients. Whether you are looking for insurance products, life insurance, annuities, or investment advisory services, their licensed professionals are here to assist you. With a focus on building relationships and making a positive impact in the community, Principal Financial Group is committed to helping you protect what matters most. Contact them today to learn more about how they can help you achieve your financial goals.

Welcome to Jordan Pauline Real Estate Agency, your trusted partner in navigating the vibrant real estate market of Dana Point, California. Conveniently located at 27111 Camino De Estrella, our agency is dedicated to providing comprehensive services for both buyers and sellers. Our website offers a wealth of resources to support your real estate journey, including detailed home listings with descriptions, photos, and valuable community and school information. Whether you are looking to buy your dream home or sell your current property, we are here to meet all your real estate needs. Our team is ready to assist you with personalized consultations and expert advice. Feel free to call or email us to schedule a visit to some of the finest homes in the area or to arrange a complimentary home buying or selling consultation. We are excited to work with you and help you achieve your real estate goals.

Welcome to Coldwell Banker Realty, your trusted real estate partner located at 505 Oak Avenue, Carlsbad, California. As part of the nation's oldest real estate organization, founded in 1906, we are committed to professionalism and exceptional customer service, helping families make their homeownership dreams a reality. Situated just two blocks from the beach, our Carlsbad office serves the vibrant communities of Carlsbad, Oceanside, Encinitas, Cardiff by the Sea, Del Mar, Leucadia, Vista, San Marcos, Escondido, San Diego, Temecula, Fallbrook, Bonsall, Murrieta, and San Clemente. Our team of over 70 dedicated agents and support staff is equipped with the expertise and resources to ensure a smooth and satisfactory transaction for every client.

Viva is a premier real estate agency located at 5750 Montezuma Road in San Diego, California. Our team of experienced agents is dedicated to helping clients buy, sell, and rent properties in the beautiful city of San Diego and its surrounding areas. With a strong focus on customer service and a wealth of knowledge about the local real estate market, Viva is committed to providing top-notch service and helping clients achieve their real estate goals. Whether you are looking to buy your dream home, sell your current property, or find the perfect rental, Viva is here to assist you every step of the way. Contact us today to learn more about how we can help you with all of your real estate needs.

Bank of Southern California is a leading financial institution located at 12265 El Camino Real in San Diego, California, United States. As a full-service bank, we offer a wide range of financial services to individuals, businesses, and organizations in the Southern California region. Our dedicated team of professionals is committed to providing personalized and innovative banking solutions to help our customers achieve their financial goals. Whether you need a checking account, a business loan, or wealth management services, Bank of Southern California is here to serve you. Visit us today to experience the difference of banking with a trusted partner in your community.

The SDCCU Carmel Mountain Branch is a convenient financial institution located at 12330 Carmel Mountain Road in San Diego, California, United States. This branch offers a range of banking services including ATM access, personal and business accounts, loans, and financial planning. With a focus on customer service and community involvement, SDCCU is a trusted institution for all your financial needs. Visit us today to experience our commitment to excellence in banking.

Hosseinzadeh Minoos MD, FACOG is a prestigious institution located at 9850 Genesee Avenue, San Diego, California, United States. Founded and directed by Dr. Minoos Hosseinzadeh, a nationally recognized specialist in Reproductive Endocrinology and Infertility (REI), the institution offers top-notch medical services in the field of fertility treatment. Dr. Hosseinzadeh received her medical degree from Laval University, Quebec, and completed her residency and fellowship training at reputable institutions in Canada and the United States. With a wealth of experience in reproductive medicine, she has helped numerous couples achieve their dream of starting a family.

North Star Resource Group is a finance institution located in San Diego, California. The institution specializes in wealth management services for sports organizations, athletes, and entertainers. The team at North Star has a deep understanding of the unique financial needs of individuals in the sports and entertainment industry. Grace, Adam, Mikaela, Jackson, and Ryan are experienced financial advisors who are dedicated to providing personalized financial planning services to their clients. They bring a passion for sports and a thorough understanding of the sports community to their work.

Welcome to the practice of Dr. Michelle Levin, located at 5800 Santa Rosa Road, Camarillo, California. As a dedicated healthcare professional, Dr. Levin brings a wealth of knowledge and expertise to her patients. She earned her medical degree from New York Medical College and completed her residency in internal medicine at the esteemed OV-UCLA Medical Center in Sylmar. Further enhancing her specialization, Dr. Levin pursued an endocrinology fellowship at the University of California, San Diego (UCSD). Board-certified by the American Board of Internal Medicine, Dr. Levin is committed to providing comprehensive and compassionate care to her patients. Her practice focuses on delivering personalized treatment plans that address the unique health needs of each individual. Whether you are seeking routine medical care or specialized endocrinology services, you can trust Dr. Levin to guide you on your journey to better health.