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Welcome to Vector Financial Solutions
Wealth Management San Diego * Investment Management * 401K Rollover Services * Annuities
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Why Vector Financial Solutions?
Clear
Investments can get complicated, especially when you have many different goals in mind. Our job is to explain your options to you in a clear, straightforward way that leaves nothing out. We are committed to respectful communication that helps you make the best financial decisions possible.
Thoughtful
Our strategies are well-researched. Advanced screening techniques and tools are used with your specific goals in mind. While no one can guarantee results, careful investment selection does matter. We strive to understand the complex details of every investment we recommend from expense ratios to philosophy to past performance.
Objective
Some advisors have limited access to only those products their company offers or they may have an incentive to use one product over another. We have the licenses and qualifications to offer a broad range of investments and are committed to only offering strategies that are suitable to your unique situation.
Our Mission
Our mission at Vector is to help business owners and executives, retirees, divorcees and people managing inheritances make smarter financial decisions by finding the right investment and insurance solutions for their unique situations. Every strategy we recommend is well researched and objective. We bring extensive experience as well as some of the finest industry tools and technology available to the task of guiding clients and friends to improved financial outcomes.
Areas We Serve
Escondido
30 miles northeast of Downtown San Diego, California
San Marcos
The site of California State University San Marcos
Rancho Bernardo
In the northern hills of the city of San Diego, California
Poway
Near the communities of Sabre Springs, Scripps Ranch, Rancho Peñasquitos, and Ramona
4s Ranch
Just east of the Santa Fe Valley in the North County Inland area of San Diego
Rancho Santa Fe
Near Encinitas, Solana Beach and Del Mar within the San Diego metropolitan area
