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.