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College Planning SourceFinancial advisor in San Diego, CA

College Planning Source is a financial advisor at 10875 Rancho Bernardo Rd Ste 115, San Diego, CA 92127, ranked #40 of 188 financial planners in San Diego and rated 4.8 from 17 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) 676-0700Website ↗

Key facts

Key facts about College Planning Source
Address10875 Rancho Bernardo Rd Ste 115, San Diego, CA 92127Get directions
Phone(858) 676-0700
Websitecollegeplanningsource.com
HoursMonday to Friday: 10:30 AM – 6:30 PM
Google rating4.8 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves San Diego and 12 towns within 25 miles: Rancho Penasquitos, Poway, Escondido, Mira Mesa, San Marcos, Solana Beach, Encinitas, Ramona, Santee, Vista, Lakeside and La Jolla.

Based in San Diego, CAView on map

Opening hours

Opening hours for College Planning Source
DayHours
Monday10:30 AM – 6:30 PMevening
Tuesday10:30 AM – 6:30 PMevening
Wednesday10:30 AM – 6:30 PMevening
Thursday10:30 AM – 6:30 PMevening
Friday10:30 AM – 6:30 PMevening
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about College Planning Source

How is College Planning Source ranked in San Diego?

College Planning Source is ranked #40 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 College Planning Source’s hours?

College Planning Source is open Monday to Friday. Its listed hours are Monday to Friday, 10:30 AM – 6:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does College Planning Source serve?

Serves San Diego and 12 towns within 25 miles: Rancho Penasquitos, Poway, Escondido, Mira Mesa, San Marcos, Solana Beach, Encinitas, Ramona, Santee, Vista, Lakeside and La Jolla. 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 College Planning Source?

College Planning Source has a rating of 4.8 from 17 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 College Planning Source?

Call College Planning Source on (858) 676-0700. The business is at 10875 Rancho Bernardo Rd Ste 115, San Diego, CA 92127. 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

College Planning Source compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
College Planning Source (this business)—684.8 (17)NoNo
McKenna Financial#38685.0 (15)NoNo17.2 mi
CFG Wealth Management#39684.6 (20)NoNo10.1 mi
Reason Financial & Tax#41684.4 (27)NoNo15.8 mi

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