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San Diego Tax & Wealth ManagementFinancial advisor in La Mesa, CA

San Diego Tax & Wealth Management is a financial advisor at 7777 Alvarado Rd #405, La Mesa, CA 91942, ranked #48 of 281 financial advisors in La Mesa and rated 5.0 from 3 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 (619) 698-0202Website ↗

Key facts

Key facts about San Diego Tax & Wealth Management
Address7777 Alvarado Rd #405, La Mesa, CA 91942Get directions
Phone(619) 698-0202
Websitesdtaxwealth.com
HoursMonday to Thursday: 9 AM – 4 PM; Friday: 9 AM – 2 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

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

Based in La Mesa, CAView on map

Opening hours

Opening hours for San Diego Tax & Wealth Management
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about San Diego Tax & Wealth Management

How is San Diego Tax & Wealth Management ranked in La Mesa?

San Diego Tax & Wealth Management is ranked #48 of 281 financial advisors in La Mesa by RFA Score, with 66 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 San Diego Tax & Wealth Management’s hours?

San Diego Tax & Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4 PM; Friday, 9 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does San Diego Tax & Wealth Management serve?

Serves La Mesa and 11 towns within 25 miles: Lemon Grove, Spring Valley, Casa de Oro-Mount Helix, El Cajon, La Presa, Santee, Rancho San Diego, Bostonia, Winter Gardens, National City and Bonita. 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 San Diego Tax & Wealth Management?

San Diego Tax & Wealth Management has a rating of 5.0 from 3 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 San Diego Tax & Wealth Management?

Call San Diego Tax & Wealth Management on (619) 698-0202. The business is at 7777 Alvarado Rd #405, La Mesa, CA 91942. 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

San Diego Tax & Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
San Diego Tax & Wealth Management (this business)—665.0 (3)NoNo
McLenachen Financial, Inc.#46665.0 (3)NoNo0.0 mi
Well-Traveled Wealth#47665.0 (27)NoNo12.3 mi
Tax & Capital Management 360#49665.0 (3)——0.0 mi

See all 281 ranked financial advisors in La Mesa