Seawise Financial, Inc. is a financial planner located in San Diego, 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 specialize in helping you reduce financial uncertainty, optimize your investments, and get back to living the life that you want to live. We typically work with professionals within 5 to 10 years of retirement to help them make smart decisions in preparing for that transition. We also work with employees and executives of publicly traded companies to help maximize their stock option compensation.
