local ai registry · agent view · /biz/ca/san-diego/cfg-wealth-management-san-diego-ca

# CFG Wealth Management

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/cfg-wealth-management-san-diego-ca

**AI Score: 24/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; CFG Wealth Management was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; CFG Wealth Management was not mentioned.

## What reviews say

> 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:
- Graydon Coghlan's professionalism
- Informative retirement seminars
- Complimentary cash flow analysis

Recurring complaints:
- Unresponsive communication regarding promotions

Bottom line: CFG Wealth Management stands out for its knowledgeable advisors and personalized service, though communication issues have been noted regarding promotional offers.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 38 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 52 |
| Backlink & citation authority | 8% | 55 |
| Google Business Profile | 8% | 84 |
| Speed & mobile | 7% | 51 |
| Content freshness & schema | 5% | 44 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

CFG Wealth Management ranks 20 of 29 in its category here.

## Facts

- Address: 9920 Pacific Heights Blvd #100, San Diego, CA 92121, USA
- Phone: (858) 550-3960
- Website: cfgwmt.com
- Hours Mon: 9:00 AM – 5:00 PM
- Hours Tue: 9:00 AM – 5:00 PM
- Hours Wed: 9:00 AM – 5:00 PM
- Hours Thu: 9:00 AM – 5:00 PM
- Hours Fri: 9:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.