List of Financial planners in San Diego
San Diego, California, has 871 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 50 California cities we track, ahead of Los Angeles (693). Local listings make up 5.9% of all Financial planners in California.
414 Financial planners in San Diego list both a phone number and an email address, the best starting point for multi-channel outreach. At 48.1%, email coverage runs above the California average of 44.1%, while 98% of listings include a phone number.
With 91.5% already online (in line with 87.5% across California), only 74 Financial planners in San Diego lack a website, so site improvements and SEO are the stronger pitch. 129 of their websites list a contact page URL.
69% of the 312 rated Financial planners in San Diego hold a 5-star average, above the California figure of 62%. The 38 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
260
130
174
78
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 871+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in San Diego
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Adam J Vale Cruz | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Michael Buttery - Thrivent | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Raymond James Financial Services | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Itamar Erster | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Securus Financial | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | |||||
 | DeAnne Steele, CFA, CAIA - UBS Financial Services Inc. | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Newport Wealth Advisors | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: David S Peterson, CFP® | Address | San Diego | California | United States | Email | Phone | 46 | 4.9 | — | — | — | — | ||
 | Weissman Advisory Group, Inc. | Address | San Diego | California | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Mahdion Financial & Insurance Center | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bank of America Private Client Advisor Kevin Hilderman | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Woojin Han Insurance and Financial Services | Address | San Diego | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Merrill Lynch Financial Advisor ALLISON JEWETT | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Timothy Gardner - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Diego | California | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Financial Haus | Address | San Diego | California | United States | Email | Phone | 17 | 5 |
This is a randomized preview — the full database contains 871 records with complete field coverage.
Get the full Financial planners database
871 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 planners |
|---|---|
What You Can Do with the List of Financial planners in San Diego
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 871 Financial planners in San Diego, with the fields to call, email, segment and map them.
Who Sells to Financial planners in San Diego, California
Each of these buyers can work the 871 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 871 Financial planners 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 414 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (854): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (419): 48.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (260): 29.9% 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 planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (38): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (611): 70% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for San Diego
With 871 Financial planners 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 871 Financial planners 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 49 other California cities we track are the next step once San Diego accounts are covered.
Data Coverage for Financial planners in San Diego
871 records · verified September 6, 2026
- Phone numbers
- 854
- Email addresses
- 419
- Phone and email
- 414
- Websites
- 797
Google ratings· 312 rated (36%)
69% hold 5 stars
- 1-star rated
- 14
- 4.5% of rated
- 2-star rated
- 24
- 7.7% of rated
- 3-star rated
- 35
- 11.2% of rated
- 4-star rated
- 24
- 7.7% of rated
- 5-star rated
- 215
- 68.9% of rated
Social profiles:
- Facebook:260· 29.9%
- LinkedIn:174· 20%
- Instagram:130· 14.9%
- X (Twitter):120· 13.8%
- YouTube:78· 9%
Financial planners in San Diego are a mixed-channel, Facebook-heavy market: 98% list a phone number and 48.1% publish an email. Among 312 rated Financial planners, 69% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in San Diego, California
Everything you need to know about our financial planners database for San Diego, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in San Diego, California?
There are 871 financial planners 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 planners 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 planners 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 planners businesses in San Diego, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for San Diego, California cost?
The complete financial planners leads database for San Diego, California costs $10 as a one-time payment.
You get instant access to all 871 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 planners 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 planners 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 planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in San Diego, California have phone numbers?
854 financial planners in San Diego, California (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in San Diego, California have email addresses?
419 financial planners in San Diego, California (48%) 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 planners in San Diego, California have both a phone number and an email address?
414 financial planners 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 planners in San Diego, California are active on social media?
Social profile coverage for financial planners in San Diego, California: 174 on LinkedIn, 260 on Facebook, 130 on Instagram, 78 on YouTube, 120 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 planners in San Diego, California have a website?
797 financial planners in San Diego, California (92%) 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 planners in San Diego, California do not have a website?
74 financial planners 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 planners in San Diego, California?
Rating breakdown for financial planners in San Diego, California: 215 with a 5-star rating, 24 with a 4-star rating, 35 with a 3-star rating, 24 with a 2-star rating, 14 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 planners data for all of California or the entire US?
Yes. Beyond San Diego, we offer the complete Financial planners 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 planners 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.