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CFG Wealth ManagementFinancial advisor in San Diego, CA

CFG Wealth Management is a financial advisor at 9920 Pacific Heights Blvd #100, San Diego, CA 92121, ranked #39 of 188 financial planners in San Diego and rated 4.6 from 20 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.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 550-3960Website ↗

Key facts

Key facts about CFG Wealth Management
Address9920 Pacific Heights Blvd #100, San Diego, CA 92121Get directions
Phone(858) 550-3960
Websitecfgwmt.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.6 from 20 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Diego and 11 towns within 25 miles: Mira Mesa, Rancho Penasquitos, La Jolla, Solana Beach, Poway, Encinitas, Santee, La Mesa, Lemon Grove, Coronado and El Cajon.

Based in San Diego, CAView on map

Opening hours

Opening hours for CFG Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about CFG Wealth Management

How is CFG Wealth Management ranked in San Diego?

CFG Wealth Management is ranked #39 of 188 financial planners in San Diego 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 CFG Wealth Management’s hours?

CFG Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does CFG Wealth Management serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, Rancho Penasquitos, La Jolla, Solana Beach, Poway, Encinitas, Santee, La Mesa, Lemon Grove, Coronado and El Cajon. 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 CFG Wealth Management?

CFG Wealth Management has a rating of 4.6 from 20 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 CFG Wealth Management?

Call CFG Wealth Management on (858) 550-3960. The business is at 9920 Pacific Heights Blvd #100, San Diego, CA 92121. 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

CFG Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
CFG Wealth Management (this business)—684.6 (20)NoNo
Seaside Wealth Management#19685.0 (78)NoNo16.2 mi
EP Wealth Advisors#20685.0 (14)NoNo3.1 mi
Satori Wealth Management, Inc.#22675.0 (13)NoNo2.0 mi

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