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Serenity Financial Planning - Financial Planning in CaliforniaFinancial advisor in San Diego, CA

Serenity Financial Planning - Financial Planning in California is a financial advisor at 16870 W Bernardo Dr #400, San Diego, CA 92127, ranked #45 of 188 financial planners in San Diego and rated 4.8 from 16 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) 251-4545Website ↗

Key facts

Key facts about Serenity Financial Planning - Financial Planning in California
Address16870 W Bernardo Dr #400, San Diego, CA 92127Get directions
Phone(858) 251-4545
Websiteserenityfinancialplanning.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating4.8 from 16 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, Lakeside, Vista and Winter Gardens.

Based in San Diego, CAView on map

Opening hours

Opening hours for Serenity Financial Planning - Financial Planning in California
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Serenity Financial Planning - Financial Planning in California

How is Serenity Financial Planning - Financial Planning in California ranked in San Diego?

Serenity Financial Planning - Financial Planning in California is ranked #45 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 Serenity Financial Planning - Financial Planning in California’s hours?

Serenity Financial Planning - Financial Planning in California is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Serenity Financial Planning - Financial Planning in California serve?

Serves San Diego and 12 towns within 25 miles: Rancho Penasquitos, Poway, Escondido, Mira Mesa, San Marcos, Solana Beach, Encinitas, Ramona, Santee, Lakeside, Vista and Winter Gardens. 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 Serenity Financial Planning - Financial Planning in California?

Serenity Financial Planning - Financial Planning in California has a rating of 4.8 from 16 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 Serenity Financial Planning - Financial Planning in California?

Call Serenity Financial Planning - Financial Planning in California on (858) 251-4545. The business is at 16870 W Bernardo Dr #400, 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

Serenity Financial Planning - Financial Planning in California compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Serenity Financial Planning - Financial Planning in California (this business)—684.8 (16)NoNo
EP Wealth Advisors#43685.0 (14)NoNo13.5 mi
Harrison & Associates - Ameriprise Financial Services, LLC#44685.0 (14)NoNo10.6 mi
Satori Wealth Management, Inc.#46685.0 (13)NoNo12.4 mi

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