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Modern Money ManagementFinancial advisor in La Mesa, CA

Modern Money Management is a financial advisor in La Mesa, CA, ranked #25 of 281 financial advisors in La Mesa and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

La Mesa, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 223-9575Website ↗

Key facts

Key facts about Modern Money Management
Phone(858) 223-9575
Websitemodernmoneymanagement.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves La Mesa and 11 towns within 25 miles: Mira Mesa, Lemon Grove, Santee, San Diego, Spring Valley, El Cajon, Casa de Oro-Mount Helix, Rancho Penasquitos, La Jolla, Bostonia and National City.

Based in La Mesa, CAView on map

Opening hours

Opening hours for Modern Money Management
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Modern Money Management

How is Modern Money Management ranked in La Mesa?

Modern Money Management is ranked #25 of 281 financial advisors in La Mesa by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Modern Money Management’s hours?

Modern Money Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Modern Money Management serve?

Serves La Mesa and 11 towns within 25 miles: Mira Mesa, Lemon Grove, Santee, San Diego, Spring Valley, El Cajon, Casa de Oro-Mount Helix, Rancho Penasquitos, La Jolla, Bostonia and National City. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Modern Money Management?

Modern Money Management has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Modern Money Management?

Call Modern Money Management on (858) 223-9575. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Modern Money Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Modern Money Management (this business)—685.0 (8)NoNo
First Command#23684.8 (32)NoNo3.9 mi
Verus Capital Partners#24685.0 (22)NoNo3.6 mi
Laurie Beltran-Modern Woodmen of America#26685.0 (16)——8.9 mi

See all 281 ranked financial advisors in La Mesa