a Fee-Only financial advisory firm located in San Diego, California.
Meeting your unique needs and helping you realize your dreams – that’s our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives.
You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients.
Thank you for taking the time to determine whether we can help you. Please call us at 858.581.3824 or e-mail us at info@avenueadvisors.com to start or continue the conversation.
See how we may serve you today
We act as your thinking partner to find solutions tailored to your personal situation using a consultative and collaborative approach. We place an emphasis on client education and empowerment.
Are you someone who doesn't enjoy researching the investment markets? Would you rather spend more time with friends, family and on your passions than reviewing your finances? Let us handle the details, while keeping you involved with the big picture and your strategies.
Would you like a professional collaboration on how to achieve your personal and financial goals? Are you looking for a second opinion for advice you’re received from others, actions you’ve taken or decisions you’re considering? In any case, you’ll receive professional consulting that fits your needs and preferences.
"I became interested in personal finance at a very young age, saving my allowance, money earned doing chores, and birthday and...
"I was studying in England when I received a phone call from my mom, calling from Vietnam to tell me that I’d have to come...
"I became interested in Finance at an early age. I grew up watching “Family Ties” and had a total crush on Alex P....
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.
Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.
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