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Wealth Navigation AdvisorsFinancial advisor in San Diego, CA

Wealth Navigation Advisors is a financial advisor at 6265 Greenwich Dr Ste 251, San Diego, CA 92122, ranked #46 of 63 wealth managers in San Diego 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.

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

Call (858) 485-8839Website ↗

Key facts

Key facts about Wealth Navigation Advisors
Address6265 Greenwich Dr Ste 251, San Diego, CA 92122Get directions
Phone(858) 485-8839
Websitewealthnavigationadvisors.com
HoursMonday to Friday: 8:30 AM – 5 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 San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, La Mesa, Poway, Coronado, Lemon Grove, Santee, National City and Spring Valley.

Based in San Diego, CAView on map

Opening hours

Opening hours for Wealth Navigation Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealth Navigation Advisors

How is Wealth Navigation Advisors ranked in San Diego?

Wealth Navigation Advisors is ranked #46 of 63 wealth managers in San Diego by RFA Score, with 64 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 Wealth Navigation Advisors’ hours?

Wealth Navigation Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 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 Wealth Navigation Advisors serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, La Mesa, Poway, Coronado, Lemon Grove, Santee, 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 Wealth Navigation Advisors?

Wealth Navigation Advisors 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 Wealth Navigation Advisors?

Call Wealth Navigation Advisors on (858) 485-8839. The business is at 6265 Greenwich Dr Ste 251, San Diego, CA 92122. 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

Wealth Navigation Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wealth Navigation Advisors (this business)—645.0 (3)NoNo
RED Seven Wealth Management#44645.0 (21)NoNo18.2 mi
Pathview Wealth Advisors#45644.0 (4)NoNo5.8 mi
Arv Private Wealth#47645.0 (3)NoNo2.0 mi

See all 63 ranked wealth managers in San Diego