local ai registry · agent view · /biz/ca/san-diego/ep-wealth-advisors-san-diego-ca

# EP Wealth Advisors

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

**AI Score: 27/100** (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; EP Wealth Advisors 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; EP Wealth Advisors was not mentioned.

## 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.

- Financial Planning for Divorce
- Business Financial Planning

## What reviews say

> 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:
- Lucas Karasch's personalized service
- Joe Palumbo and Adam Fein's attentive guidance
- Detailed recommendations tailored to individual situations
- Proactive communication and follow-up
- Expertise in retirement planning and tax-efficient strategies

Bottom line: EP Wealth Advisors stands out for its personalized financial planning approach, ensuring clients feel valued beyond just their investments.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 82 |
| Backlink & citation authority | 8% | 63 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 55 |
| Content freshness & schema | 5% | 83 |

## 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

EP Wealth Advisors ranks 6 of 29 in its category here.

## Facts

- Address: 3655 Nobel Dr #200, San Diego, CA 92122, USA
- Phone: (858) 622-9009
- Website: epwealth.com
- Hours Mon: 8:00 AM – 4:30 PM
- Hours Tue: 8:00 AM – 4:30 PM
- Hours Wed: 8:00 AM – 4:30 PM
- Hours Thu: 8:00 AM – 4:30 PM
- Hours Fri: 8:00 AM – 4:30 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### 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.

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