List of Financial consultants in San Diego
San Diego, California, has 663 Financial consultants in this dataset, last verified September 6, 2026. It is the biggest market for Financial consultants among the 54 California cities we track, ahead of Los Angeles (508). Local listings make up 4.6% of all Financial consultants in California.
307 Financial consultants in San Diego list both a phone number and an email address, the best starting point for multi-channel outreach. At 46.6%, email coverage runs above the California average of 42.2%, while 98.6% of listings include a phone number.
With 92.9% already online (above 86.1% across California), only 47 Financial consultants in San Diego lack a website, so site improvements and SEO are the stronger pitch. 144 of their websites list a contact page URL.
72% of the 264 rated Financial consultants in San Diego hold a 5-star average, above the California figure of 65%. The 30 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
249
101
163
54
YouTube
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Financial consultants List in San Diego
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Colin Strzelczyk | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Ken Attorri, AAMS® | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | ||||
 | True Books Accounting | Address | San Diego | California | United States | Email | Phone | 5 | 5 | — | — | — | |||
 | Rhinelander, Lewis, Cohn & Dean - Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor Gilda Aceves | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Chillax Finance | Address | San Diego | California | United States | Email | Phone | 41 | 5 | — | |||||
 | Merrill Lynch Financial Advisor William Sparks | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | The DelVecchio Group - UBS Financial Services Inc. | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Sage Capital Advisors, LLC | Address | San Diego | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | High Bluff Private Wealth | Address | San Diego | California | United States | Email | Phone | 22 | 5 | — | — | ||||
 | Creative Planning | Address | San Diego | California | United States | Email | Phone | 0 | 0 | ||||||
 | A & A Financial and Tax Services | Address | San Diego | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Jeremy Pursch - RBC Wealth Management Financial Advisor | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Mirsky - UBS Financial Services Inc. | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | U.S. Bancorp Advisors - Financial Advisors: Anthony Albericojr | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — |
This is a randomized preview — the full database contains 663 records with complete field coverage.
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663 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in San Diego
Most popular business categories across San Diego
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in San Diego
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 663 Financial consultants in San Diego, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in San Diego, California
Each of these buyers can work the 663 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 663 Financial consultants in San Diego.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in San Diego, California
Start with the 307 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (654): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (309): 46.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (249): 37.6% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in San Diego, California
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (30): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (414): 62% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for San Diego
With 663 Financial consultants in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 663 Financial consultants in San Diego and plan visit days by neighborhood.
- Postal code patches: split San Diego by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 53 other California cities we track are the next step once San Diego accounts are covered.
Data Coverage for Financial consultants in San Diego
663 records · verified September 6, 2026
- Phone numbers
- 654
- Email addresses
- 309
- Phone and email
- 307
- Websites
- 616
Google ratings· 264 rated (40%)
72% hold 5 stars
- 1-star rated
- 9
- 3.4% of rated
- 2-star rated
- 21
- 8% of rated
- 3-star rated
- 20
- 7.6% of rated
- 4-star rated
- 23
- 8.7% of rated
- 5-star rated
- 191
- 72.3% of rated
Social profiles:
- Facebook:249· 37.6%
- LinkedIn:163· 24.6%
- Instagram:101· 15.2%
- X (Twitter):93· 14%
- YouTube:54· 8.1%
Financial consultants in San Diego are a mixed-channel, Facebook-heavy market: 98.6% list a phone number and 46.6% publish an email. Among 264 rated Financial consultants, 72% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in San Diego, California
Everything you need to know about our financial consultants database for San Diego, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in San Diego, California?
There are 663 financial consultants in San Diego, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete San Diego market for sales prospecting and territory planning.
How up to date is the Financial consultants data for San Diego, California?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial consultants database for San Diego, California?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial consultants businesses in San Diego, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in San Diego, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for San Diego, California cost?
The complete financial consultants leads database for San Diego, California costs $10 as a one-time payment.
You get instant access to all 663 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial consultants contacts in San Diego, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial consultants data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full San Diego, California financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial consultants in San Diego, California have phone numbers?
654 financial consultants in San Diego, California (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in San Diego, California have email addresses?
309 financial consultants in San Diego, California (47%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial consultants in San Diego, California have both a phone number and an email address?
307 financial consultants in San Diego, California have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial consultants in San Diego, California are active on social media?
Social profile coverage for financial consultants in San Diego, California: 163 on LinkedIn, 249 on Facebook, 101 on Instagram, 54 on YouTube, 93 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial consultants in San Diego, California have a website?
616 financial consultants in San Diego, California (93%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial consultants in San Diego, California do not have a website?
47 financial consultants in San Diego, California operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial consultants in San Diego, California?
Rating breakdown for financial consultants in San Diego, California: 191 with a 5-star rating, 23 with a 4-star rating, 20 with a 3-star rating, 21 with a 2-star rating, 9 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial consultants data for all of California or the entire US?
Yes. Beyond San Diego, we offer the complete Financial consultants database for California and a national all-50-states version.
If you buy the San Diego list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in San Diego, California legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.