# BAS Financial, San Diego: a financial advisor in San Diego (2026 guide) Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/bas-financial-san-diego-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 9 sources. Updated 2026-08-19. Owner review: not yet. Canonical: https://localairegistry.com/biz/ca/san-diego/bas-financial-san-diego-ca ## Photos - ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi301q03j1yetip2abiwsj%2F0.png) - ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi301q03j1yetip2abiwsj%2F1.png) - ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi301q03j1yetip2abiwsj%2F2.png) - ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi301q03j1yetip2abiwsj%2F3.png) - ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi301q03j1yetip2abiwsj%2F4.png) ## In short BAS Financial is a financial advisor in San Diego, CA. Its AI Score is 24 of 100, which is poor. Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page. ## Key facts | Fact | Value | | --- | --- | | Type | Financial advisor | | Address | 5405 Morehouse Dr Unit 245, San Diego, CA 92121, USA | | Hours | Nothing found | | Phone | (858) 335-4945 | | Owner | Nothing found | | Rating | 5.0 across 3 reviews on Google | | Known for | Nothing found | | Prices | Nothing found | | Quietest time | Nothing found | | Parking | Nothing found | | Last verified | September 19, 2026, 12:35 AM | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 5405 Morehouse Dr Unit 245, San Diego, CA 92121, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Description | ​Navigating complex financial decisions requires absolute clarity. Located in San Diego, CA, our firm provides comprehensive wealth management and personalized financial planning designed to align your assets with your long-term vision. We specialize in retirement planning, investment management, and proactive tax strategy for individuals, families, and business owners looking to protect and grow their wealth. Our dedicated advisors offer objective guidance, custom portfolio construction, and clear communication to help you achieve financial independence. Discover how our tailored approach can bring confidence to your financial future. Visit our San Diego office near Morehouse Drive to start planning today. | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Name | BAS Financial | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Phone | (858) 335-4945 | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Services | Service | 401k fee review | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Bas financial | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Bradly stevens | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Disclosures | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Financial planning | AI guess | Nothing found | | Services | Service | High earners | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Investment management | AI guess | Nothing found | | Services | Service | Nol timing | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Old 401k ira review | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Pages | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Portfolio construction | AI guess | Nothing found | | Services | Service | Retirement planning | AI guess | Nothing found | | Services | Service | S 9 30 marginal band | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Tax efficiency wealth coordination | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Tax strategy | AI guess | Nothing found | | Services | Service | Ten year retirement window | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Wealth management | AI guess | Nothing found | | Links | Website | https://www.bas-financial.com/ | Confirmed | Google Business Profile, checked Aug 18, 2026 | ## Services and prices These are the 11 services BAS Financial offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Bas financial | | | | Confirmed | | Bradly stevens | | | | Confirmed | | Disclosures | | | | Confirmed | | High earners | | | | Confirmed | | S 9 30 marginal band | | | | Confirmed | | Nol timing | | | | Confirmed | | 401k fee review | | | | Confirmed | | Old 401k ira review | | | | Confirmed | | Pages | | | | Confirmed | | Tax efficiency wealth coordination | | | | Confirmed | | Ten year retirement window | | | | Confirmed | ### Known for Reviews not read yet, back on Scan Day. ## The team Nothing found ## Visiting BAS Financial Address: 5405 Morehouse Dr Unit 245, San Diego, CA 92121, USA. Phone: (858) 335-4945. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:56 PM.) ### Location info from Google Business Profile Business description, written by BAS Financial on its Google Business Profile: "​Navigating complex financial decisions requires absolute clarity. Located in San Diego, CA, our firm provides comprehensive wealth management and personalized financial planning designed to align your assets with your long-term vision. We specialize in retirement planning, investment management, and proactive tax strategy for individuals, families, and business owners looking to protect and grow their wealth. Our dedicated advisors offer objective guidance, custom portfolio construction, and clear communication to help you achieve financial independence. Discover how our tailored approach can bring confidence to your financial future. Visit our San Diego office near Morehouse Drive to start planning today." ### When to go Busy times not read yet, back on Scan Day. ### Parking and getting in Nothing found ### Nearby | Place | Type | Distance | | --- | --- | --- | | Mira Mesa Bl & Scranton Rd | Bus stop | 1 min walk | | Mira Mesa Bl & Scranton Rd | Transit station | 1 min walk | | Morehouse Dr & Scranton Rd | Bus stop | 2 min walk | | Mira Mesa Bl & Scranton Rd | Bus stop | 2 min walk | | Chick-fil-A | Fast food restaurant | 2 min walk | | Scranton Rd & Morehouse Dr | Bus stop | 3 min walk | ## Reputation 5.0 average across 3 reviews: Google 3. (Confirmed, read August 18, 2026.) Bradly stands out for his patient, clear communication and expertise in navigating financial matters. (AI guess, from 3 reviews.) ### What people like - His knowledge of financial situations - Professionalism and accessibility ### What people do not like Nothing found ### Press No press story about BAS Financial found yet. ### Awards None named yet. ### Directories Directory listings not read yet. ## Recent updates from BAS Financial BAS Financial hasn't posted an update here yet. ## Questions people ask ### do I need to fill anything in beforehand No answer yet ### best financial advisor in San Diego No answer yet ### anywhere on Morehouse to sit while I wait No answer yet ### people keep recommending this place, what for? No answer yet ### Ballpark for a visit to an advisor in San Diego? No answer yet ### cancellation list here, is there one No answer yet ### how do I reach this place to sort something out? No answer yet ### Booking at BAS Financial, how does it work? No answer yet ### the good stuff about BAS Financial, what is it? No answer yet ### somewhere cheaper in San Diego that is not a risk? No answer yet ### last update from here was when? No answer yet ### opening hours at BAS Financial, what are they these days? No answer yet ### which one, BAS Financial or Traction Wealth? No answer yet ### points or member pricing here, worth signing up? No answer yet ### address for BAS Financial in San Diego, anyone have it? No answer yet ## What AI gets wrong about BAS Financial We ask Gemini and ChatGPT about BAS Financial. These are the answers that disagree with the record. ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026. No capture has disagreed with the record yet. ## The AI Score: 24 of 100 The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial advisors run 24 to 26. Fair starts at 45, good at 65. BAS Financial scores 24, below the San Diego average of 25. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | BAS Financial | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 42 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 0 of 1 answer that recommended anyone. 1 more named nobody, which is not a loss and is not scored. | | Reviews & response | 12 | 75 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good | | Backlink & citation authority | 8 | 53 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 72 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 36 | Core Web Vitals at the 75th percentile, on a real phone. | Poor | | Content freshness & schema | 5 | Not read yet | Crawl recency, intent alignment, valid JSON-LD, canonicals. | No reading has come back for this signal yet. | Full method: https://localairegistry.com/methodology ## How AI decides what to tell you about a financial advisor When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on. That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today. The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place." ## How to choose a financial advisor in California, with or without AI A few checks take ten minutes and tell you more than any rating. - Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door. - Read reviews that name a person and what they did. Vague praise is easy to fake. - Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today. - Ask for the price before you go, and ask what it includes. - Where the work needs a license, ask whose license it is and look it up with California. ## How to read the marks on this page - Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry. - Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit. - AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it. ## About the author Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine. - Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping. - Industry: medical aesthetics, injectables, med spa operations and marketing. - Disclosure: Local AI Registry sells services to business owners, including BAS Financial if it claims this page. That does not change what this page says. Every fact carries its source. ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to BAS Financial | | --- | --- | --- | --- | --- | | BAS Financial | LocalBusiness | #business | https://www.bas-financial.com/ | Subject of this page | | San Diego, California | City | #city | Nothing found | City BAS Financial is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial advisors in San Diego, linked to the lists and towns around it. ### Lists - Best financial advisors in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-advisor - Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego ### Nearby - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /fresno: https://localairegistry.com/leaderboards/ca/fresno - /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## Frequently asked questions ### What is AI search optimization for local business? Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it. ### What is Local AI Registry? The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free. ### How does this page help a business get recommended by AI? Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next. ### Who writes the answers here? Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so. ### I own BAS Financial. How do I fix something or rank higher? Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work. ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJs9IHhEAb0YYR5r11XkI4Edk (accessed Aug 18, 2026) - [2] bas-financial.com, https://www.bas-financial.com/401k-fee-review (accessed Sep 19, 2026) - [3] bas-financial.com, https://www.bas-financial.com/san-diego-wealth-management-services (accessed Sep 19, 2026) - [4] bas-financial.com, https://www.bas-financial.com/disclosures (accessed Sep 19, 2026) - [5] bas-financial.com, https://www.bas-financial.com/old-401k-ira-review (accessed Sep 19, 2026) - [6] bas-financial.com, https://www.bas-financial.com/tax-efficiency-wealth-coordination (accessed Sep 19, 2026) - [7] bas-financial.com, https://www.bas-financial.com/ten-year-retirement-window (accessed Sep 19, 2026) - [8] bas-financial.com, https://www.bas-financial.com/the-san-diego-h-e-n-r-y-strategy (accessed Sep 19, 2026) - [9] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)