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Copley Wealth ManagementFinancial advisor in San Diego, CA

Copley Wealth Management is a financial advisor at 5898 Copley Dr Ste 101, San Diego, CA 92111, ranked #16 of 266 financial advisors in San Diego and rated 4.8 from 82 Google reviews. Open Monday and Tuesday and Thursday and 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 (619) 294-6008Website ↗

Key facts

Key facts about Copley Wealth Management
Address5898 Copley Dr Ste 101, San Diego, CA 92111Get directions
Phone(619) 294-6008
Websitefinancialplannersandiego.com
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday and Friday: 9 AM – 5 PM
Google rating4.8 from 82 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, La Jolla, Rancho Penasquitos, La Mesa, Lemon Grove, Coronado, Poway, Santee, Solana Beach, National City and Spring Valley.

Based in San Diego, CAView on map

Opening hours

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

Questions about Copley Wealth Management

How is Copley Wealth Management ranked in San Diego?

Copley Wealth Management is ranked #16 of 266 financial advisors in San Diego by RFA Score, with 71 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 Copley Wealth Management’s hours?

Copley Wealth Management is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday and 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 Copley Wealth Management serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, La Mesa, Lemon Grove, Coronado, Poway, Santee, Solana Beach, National City and Spring Valley. 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 Copley Wealth Management?

Copley Wealth Management has a rating of 4.8 from 82 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 Copley Wealth Management?

Call Copley Wealth Management on (619) 294-6008. The business is at 5898 Copley Dr Ste 101, San Diego, CA 92111. 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

Copley Wealth Management compared with nearby businesses
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Copley Wealth Management (this business)—714.8 (82)NoNo
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