# EP Wealth Advisors, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/ep-wealth-advisors-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 31 sources. Updated 2026-10-12. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/ep-wealth-advisors-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhub6d00vhyeti58mapcgc%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhub6d00vhyeti58mapcgc%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhub6d00vhyeti58mapcgc%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhub6d00vhyeti58mapcgc%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhub6d00vhyeti58mapcgc%2F4.jpg)


## In short

EP Wealth Advisors is a financial planner in San Diego, CA. Its AI Score is 32 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 planner |
| Address | 3655 Nobel Dr #200, San Diego, CA 92122, USA |
| Hours | Mon to Fri 8 AM to 4:30 PM · Closed Sat to Sun |
| Phone | (858) 622-9009 |
| Owner | Nothing found |
| Rating | 5.0 across 11 reviews on Google |
| Known for | 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. |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | October 11, 2026, 10:58 PM |


## 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 | 3655 Nobel Dr #200, San Diego, CA 92122, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 4:30 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | EP Wealth Advisors | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (858) 622-9009 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:00 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:00 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:00 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:00 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:00 AM to 4:30 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Capital gains tax management | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Cash flow analysis | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Certified divorce financial analyst | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Charitable giving | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Charitable remainder trusts | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Debt analysis | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Defined contribution plans | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Distribution management | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Estate planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial advisors | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial health assessment | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | High net worth advisors | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Investment diversification | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Investment management | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Iras | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Life transition planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Living will | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Mutual funds | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Napfa | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Pension planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Pre retirement checklist planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Real estate investing | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement accounts | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement income planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Spousal benefits | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tsp c fund | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tsp f fund | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tsp planning | Confirmed | Business website, checked Sep 19, 2026 |
| Links | Facebook | https://www.facebook.com/epwealthadvisors | Confirmed | Business website, checked Oct 11, 2026 |
| Links | Instagram | https://www.instagram.com/ep.wealth.advisors | Confirmed | Business website, checked Oct 11, 2026 |
| Links | Website | https://www.epwealth.com/our-team/san-diego/?utm_source=gmblisting&utm_medium=organic&utm_campaign=ca_san-diego | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 29 services EP Wealth offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Charitable giving |  |  |  | Confirmed |
| Mutual funds |  |  |  | Confirmed |
| Napfa |  |  |  | Confirmed |
| High net worth advisors |  |  |  | Confirmed |
| Retirement accounts |  |  |  | Confirmed |
| Tsp c fund |  |  |  | Confirmed |
| Retirement income planning |  |  |  | Confirmed |
| Spousal benefits |  |  |  | Confirmed |
| Retirement planning |  |  |  | Confirmed |
| Tsp f fund |  |  |  | Confirmed |
| Living will |  |  |  | Confirmed |
| Pension planning |  |  |  | Confirmed |
| Pre retirement checklist planning |  |  |  | Confirmed |
| Real estate investing |  |  |  | Confirmed |
| Tsp planning |  |  |  | Confirmed |
| Cash flow analysis |  |  |  | Confirmed |
| Charitable remainder trusts |  |  |  | Confirmed |
| Debt analysis |  |  |  | Confirmed |
| Defined contribution plans |  |  |  | Confirmed |
| Distribution management |  |  |  | Confirmed |
| Investment diversification |  |  |  | Confirmed |
| Investment management |  |  |  | Confirmed |
| Iras |  |  |  | Confirmed |
| Life transition planning |  |  |  | Confirmed |
| Capital gains tax management |  |  |  | Confirmed |
| Financial advisors |  |  |  | Confirmed |
| Estate planning |  |  |  | Confirmed |
| Certified divorce financial analyst |  |  |  | Confirmed |
| Financial health assessment |  |  |  | Confirmed |


### Known for

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.


## The team

Nothing found


## Visiting EP Wealth

Address: 3655 Nobel Dr #200, San Diego, CA 92122, USA. Phone: (858) 622-9009. Hours: Mon to Fri 8 AM to 4:30 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:49 PM.)


### Location info from Google Business Profile

Business description, written by EP Wealth on its Google Business Profile: "Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| BikeLink: Nobel Garage Bike Room eLockers | Parking | 1 min walk |
| 3655 Nobel Dr Parking | Parking lot | 1 min walk |
| Nobel Drive Station | Light rail station | 3 min walk |
| Pinpoint Cafe - Element | Coffee shop | 3 min walk |
| Market Sandwich | Sandwich shop | 3 min walk |
| The Shops at La Jolla Village | Shopping mall | 3 min walk |


## Reputation

5.0 average across 11 reviews: Google 11. (Confirmed, read August 18, 2026.)

EP Wealth Advisors stands out for its personalized financial planning approach, ensuring clients feel valued beyond just their investments. (AI guess, from 11 reviews.)


### What people like

- Detailed recommendations tailored to individual situations
- Proactive communication and follow-up
- Expertise in retirement planning and tax-efficient strategies


### What people do not like

Nothing found


### Press

No press story about EP Wealth found yet.


### Awards

None named yet.


### Directories

Listed on 0 of the 20 directories we checked.

| Directory | Listed |
| --- | --- |
| Alignable | Not listed |
| Angi | Not listed |
| BBB | Not listed |
| Birdeye | Not listed |
| Brownbook | Not listed |
| Chamber of Commerce | Not listed |
| Cylex | Not listed |
| Facebook | Not listed |
| Foursquare | Not listed |
| Hotfrog | Not listed |
| Manta | Not listed |
| MapQuest | Not listed |
| Nextdoor | Not listed |
| Superpages | Not listed |
| Thumbtack | Not listed |
| Trustpilot | Not listed |
| Tupalo | Not listed |
| Yellowbook | Not listed |
| Yellow Pages | Not listed |
| Yelp | Not listed |


## Recent updates from EP Wealth

EP Wealth hasn't posted an update here yet.


## Questions people ask


### do I need to book this place or can I just turn up?

No answer yet


### services here, what do people go in for?

No answer yet


### best financial planner in San Diego

No answer yet


### membership, worth it or not

No answer yet


### prices round here, anyone got a number

No answer yet


### Saturdays at EP Wealth, are they open?

No answer yet


### Coffee near EP Wealth on Nobel?

No answer yet


### is Define any better

No answer yet


### parking at EP Wealth, where does everyone put the car?

No answer yet


### walking in for a first visit, what happens

No answer yet


### same day slots, does that ever happen here

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### Worth the hype at EP Wealth?

No answer yet


### Why do people rate this place?

No answer yet


### budget options in San Diego, what is decent

No answer yet


### anything new from EP Wealth lately?

No answer yet


### Are the hours on Google right for EP Wealth in San Diego?

No answer yet


## What AI gets wrong about EP Wealth

We ask Gemini and ChatGPT about EP Wealth. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Oct 11, 2026.

No capture has disagreed with the record yet.


## The AI Score: 32 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. EP Wealth scores 32, above the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | EP Wealth |
| --- | --- | --- | --- | --- |
| 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 | 40 | 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 | 29 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 4 of 14 answers that recommended anyone. 8 more named nobody, which is not a loss and is not scored. |
| Reviews & response | 12 | 82 | 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 | 63 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 55 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 83 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

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 planner 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 EP Wealth 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 EP Wealth |
| --- | --- | --- | --- | --- |
| EP Wealth Advisors | LocalBusiness | #business | https://www.epwealth.com/our-team/san-diego/?utm_source=gmblisting&utm_medium=organic&utm_campaign=ca_san-diego | Subject of this page |
| San Diego, California | City | #city | Nothing found | City EP Wealth 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 planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- 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 EP Wealth Advisors. 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:ChIJmQEAlrNU2YARBJ7zWyfWs7o (accessed Aug 18, 2026)
- [2] epwealth.com, https://www.epwealth.com/services/investment-analysis/capital-gains-management/ (accessed Sep 19, 2026)
- [3] epwealth.com, https://www.epwealth.com/services/business-planning/cash-flow-analysis (accessed Sep 19, 2026)
- [4] epwealth.com, https://www.epwealth.com/services/divorce-financial-planning/certified-divorce-financial-analyst (accessed Sep 19, 2026)
- [5] epwealth.com, https://www.epwealth.com/services/charitable-giving (accessed Sep 19, 2026)
- [6] epwealth.com, https://www.epwealth.com/services/estate-planning/charitable-remainder-trusts (accessed Sep 19, 2026)
- [7] epwealth.com, https://www.epwealth.com/services/business-planning/debt-analysis/ (accessed Sep 19, 2026)
- [8] epwealth.com, https://www.epwealth.com/services/retirement-planning/defined-contribution-plan (accessed Sep 19, 2026)
- [9] epwealth.com, https://www.epwealth.com/services/investment-analysis/distribution-management/ (accessed Sep 19, 2026)
- [10] epwealth.com, https://www.epwealth.com/services/estate-planning/ (accessed Sep 19, 2026)
- [11] epwealth.com, https://www.epwealth.com/services/financial-planning/financial-advisors/ (accessed Sep 19, 2026)
- [12] epwealth.com, https://www.epwealth.com/services/financial-health-assessment (accessed Sep 19, 2026)
- [13] epwealth.com, https://www.epwealth.com/services/high-networth-advisors (accessed Sep 19, 2026)
- [14] epwealth.com, https://www.epwealth.com/services/investment-analysis/investment-diversification/ (accessed Sep 19, 2026)
- [15] epwealth.com, https://www.epwealth.com/services/investment-analysis/ (accessed Sep 19, 2026)
- [16] epwealth.com, https://www.epwealth.com/services/retirement-planning/ira/ (accessed Sep 19, 2026)
- [17] epwealth.com, https://www.epwealth.com/services/life-transition-planning/ (accessed Sep 19, 2026)
- [18] epwealth.com, https://www.epwealth.com/services/estate-planning/living-will (accessed Sep 19, 2026)
- [19] epwealth.com, https://www.epwealth.com/services/financial-planning/mutual-funds (accessed Sep 19, 2026)
- [20] epwealth.com, https://www.epwealth.com/services/financial-planning/napfa (accessed Sep 19, 2026)
- [21] epwealth.com, https://www.epwealth.com/services/retirement-planning/pension-planning (accessed Sep 19, 2026)
- [22] epwealth.com, https://www.epwealth.com/services/retirement-planning/pre-retirement-checklist-planning (accessed Sep 19, 2026)
- [23] epwealth.com, https://www.epwealth.com/services/business-planning/real-estate-investing (accessed Sep 19, 2026)
- [24] epwealth.com, https://www.epwealth.com/services/retirement-planning/retirement-accounts/ (accessed Sep 19, 2026)
- [25] epwealth.com, https://www.epwealth.com/services/retirement-planning/retirement-income (accessed Sep 19, 2026)
- [26] epwealth.com, https://www.epwealth.com/services/retirement-planning/ (accessed Sep 19, 2026)
- [27] epwealth.com, https://www.epwealth.com/services/divorce-financial-planning/spousal-benefits (accessed Sep 19, 2026)
- [28] epwealth.com, https://www.epwealth.com/services/retirement-planning/tsp-c-fund (accessed Sep 19, 2026)
- [29] epwealth.com, https://www.epwealth.com/services/retirement-planning/tsp-f-fund (accessed Sep 19, 2026)
- [30] epwealth.com, https://www.epwealth.com/services/retirement-planning/tsp-planning (accessed Sep 19, 2026)
- [31] epwealth.com, https://www.epwealth.com/our-team/san-diego/?utm_source=gmblisting&utm_medium=organic&utm_campaign=ca_san-diego (accessed Oct 11, 2026)