Financial Planner
EP Wealth Advisors
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 EP.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. EP Wealth Advisors 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. EP Wealth Advisors 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.
Reputation
What they’re known for.2
Drawn from live Google search results — the searches this business surfaces for when people look nearby. What its customers say is a separate read, below.
EP Wealth Advisors excels in personalized financial planning, particularly for clients facing divorce and businesses seeking strategic financial guidance. Their commitment to understanding individual circumstances sets them apart.
What people keep saying.3
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Customers of EP Wealth Advisors describe a deeply personalized and attentive experience, where advisors like Lucas Karasch, Joe Palumbo, and Adam Fein take the time to understand their clients' unique circumstances and goals. The team is noted for their professionalism, responsiveness, and genuine care, creating a sense of trust and peace of mind regarding financial futures.
Consistently praised
Recurring complaints
None found — we read the lowest-rated reviews too, and no complaint repeats.
The bottom line: EP Wealth Advisors stands out for its personalized financial planning approach, ensuring clients feel valued beyond just their investments.
The score, explained
Why 27.4
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.
Higher than 79% of financial planners in San Diego.
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 (Tue) · 8:00 AM – 4:30 PM
- Monday8:00 AM – 4:30 PM
- Tuesday8:00 AM – 4:30 PM
- Wednesday8:00 AM – 4:30 PM
- Thursday8:00 AM – 4:30 PM
- Friday8:00 AM – 4:30 PM
- SaturdayClosed
- SundayClosed
Spot something wrong in this entry?
Questions
About EP Wealth Advisors.
What are the business hours for EP Wealth Advisors?
EP Wealth Advisors is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
Does EP Wealth Advisors require reservations for consultations?
No, EP Wealth Advisors does not require reservations for consultations.
What is EP Wealth Advisors known for?
EP Wealth Advisors is known for their personalized financial planning services, focusing on understanding clients' individual goals and providing tailored investment strategies.
Is parking available at EP Wealth Advisors?
Yes, there is parking available at the location of EP Wealth Advisors at 3655 Nobel Dr #200, San Diego, CA.
What special features does EP Wealth Advisors offer?
EP Wealth Advisors offers comprehensive financial planning services, including retirement planning, tax-efficient strategies, and estate planning, all tailored to meet the unique needs of their clients.
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