Seawise Financial

Seawise Financial is a financial planner located in Cardiff by the Sea, CA. We act as a financial advisor to both San Diego residents and clients around the country providing retirement planning, investment management, and tax advice.  We work on a fiduciary, fee-only basis.

We typically work with retirees and mid-to-late career professionals that are retirement focused.  Our clients prefer to spend their free time doing the things they enjoy and value the time saved by delegating their finances to us.

Experienced

We have over 20 years experience in the investment industry with expertise in financial planning and portfolio management. 

Customized

One size does not fit all.  We tailor personalized investment and planning solutions for your individual situation, regardless of your stage in life.

Convenient

We combine state of the art technology with modern communication tools to create an experience best suited for your schedule.  

Transparent

We get paid for providing you objective advice and do not sell products or receive commissions.  As a fiduciary, we always act in your best interest.  

Who We Help - Client Stories

The Millers

Am I on the right track?
The Millers are both mid-career professionals that want to make sure they’re doing all the right things financially.  They want to make sure they are not overlooking any opportunities to grow their net worth, reduce taxes where possible, and potentially plan for an early retirement.
Are You Like the Millers?

The Lees

Am I ready to retire?
The Lees are looking to retire from their current jobs but are unsure if they have enough saved or how much they will be able to spend on living expenses and travel. They are also concerned with how they will transition from a paycheck to living off of their investments.
See How We Helped the Lees Accomplish Their Goals

The  Smiths

Am I doing the right things in retirement?
The Smiths are a few years into retirement and have begun to explore other options for their finances. They’re unsure if their current investment strategy is still appropriate for them and want to make sure they leave a legacy for their children and grandchildren.
Learn How We Helped the Smiths Structure their Retirement
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The Greenroom Blog

Our thoughts on current financial topics

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Do the Opposite

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Are We In A Recession?

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