Skip to content

WealthPlan PartnerFinancial advisor in San Diego, CA

WealthPlan Partner is a financial advisor at 6540 Lusk Blvd # C112, San Diego, CA 92121, ranked #43 of 63 wealth managers in San Diego and rated 4.2 from 5 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) 712-0070Website ↗

Key facts

Key facts about WealthPlan Partner
Address6540 Lusk Blvd # C112, San Diego, CA 92121Get directions
Phone(858) 712-0070
Websitewealthplanpartner.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating4.2 from 5 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, Poway, Encinitas, La Mesa, Santee, Lemon Grove, Coronado and El Cajon.

Based in San Diego, CAView on map

Opening hours

Opening hours for WealthPlan Partner
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about WealthPlan Partner

How is WealthPlan Partner ranked in San Diego?

WealthPlan Partner is ranked #43 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 WealthPlan Partner’s hours?

WealthPlan Partner is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthPlan Partner serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, Poway, Encinitas, La Mesa, Santee, 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 WealthPlan Partner?

WealthPlan Partner has a rating of 4.2 from 5 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 WealthPlan Partner?

Call WealthPlan Partner on (858) 712-0070. The business is at 6540 Lusk Blvd # C112, 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.

Own WealthPlan Partner? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

WealthPlan Partner compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WealthPlan Partner (this business)—644.2 (5)NoNo
Holland Strategic Wealth Advisors#41654.9 (10)NoNo2.0 mi
Financial Sense Wealth Management#42644.4 (5)NoNo10.0 mi
RED Seven Wealth Management#44645.0 (21)NoNo15.6 mi

See all 63 ranked wealth managers in San Diego