Financial Planner
CFG Wealth Management
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
65 or better is good. 45 to 64 is fair. Under 45 is poor.
Verified August 19, 2026
What AI says about CFG.1
We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial planner in San Diego”
ChatGPT answered with other businesses. CFG Wealth Management was not mentioned.
Checked August 19, 2026
Perplexity
No answer
We have no answer from Perplexity to show.
Gemini
Not named
Asked “best financial planner in San Diego”
Gemini answered with other businesses. CFG Wealth Management was not mentioned.
Checked August 19, 2026
Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.
What people keep saying.2
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Customers describe CFG Wealth Management as a professional and knowledgeable firm, with personalized attention from advisors like Graydon Coghlan. Many appreciate the thorough explanations and the informative seminars that help demystify financial planning.
Consistently praised
Recurring complaints
The bottom line: CFG Wealth Management stands out for its knowledgeable advisors and personalized service, though communication issues have been noted regarding promotional offers.
The score, explained
Why 24.3
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
62% of financial planners in San Diego score higher.
Scanned August 19, 2026
What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding
Where the entry ranks.
The facts
Today (Mon) · 9:00 AM – 5:00 PM
- Monday9:00 AM – 5:00 PM
- Tuesday9:00 AM – 5:00 PM
- Wednesday9:00 AM – 5:00 PM
- Thursday9:00 AM – 5:00 PM
- Friday9:00 AM – 5:00 PM
- SaturdayClosed
- SundayClosed
Spot something wrong in this entry?
Questions
About CFG Wealth Management.
What are the business hours for CFG Wealth Management?
CFG Wealth Management is open Monday through Friday from 9:00 AM to 5:00 PM, and they are closed on Saturdays and Sundays.
Does CFG Wealth Management accept reservations?
The business does not require or accept reservations for their services.
What is CFG Wealth Management known for?
CFG Wealth Management is known for its knowledgeable financial advisors and personalized attention, providing clients with thorough information and professional financial planning services.
Is there parking available at CFG Wealth Management?
The business provides parking facilities for clients visiting their office located at 9920 Pacific Heights Blvd #100, San Diego, CA.
What special features does CFG Wealth Management offer?
CFG Wealth Management offers complimentary cash flow analysis and hosts informative seminars led by experienced professionals, including the CEO, to educate clients on financial planning.
Ask them
Still have a question?
Hours, prices, whether they take your insurance — ask it here. A person at the registry reads every question that comes in.
For business owners
Is this your entry? Here’s what registering gets you.
Registering is free and takes about thirty seconds. No card. We verify by phone.
What AI says about you today
The answer ChatGPT and Perplexity give when someone asks for the best in your category and city. Named, or left out.
Your fix list
Every problem we found, one row at a time, each with the written steps to do it yourself and an honest estimate of how long it takes. Tick them off as you go.
Correct the details AI reads
Hours, phone, email, booking link, socials and photos. You change them, they publish to this entry as soon as you save. Name, description, category, website, services and address need a paid plan.
Fifteen minutes with a person
Book a call and walk your fix list through with someone who moves these numbers for a living. No obligation.
Every local business has an entry.
Look up another business