# The Financial Planning & Investment Group - Ameriprise Financial Services, LLC, San Diego: a financial planner in San Diego (2026 guide) Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/the-financial-planning-and-investment-group-ameriprise-financial-services-llc-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 2026-08-19. Owner review: not yet. Canonical: https://localairegistry.com/biz/ca/san-diego/the-financial-planning-and-investment-group-ameriprise-financial-services-llc-san-diego-ca ## Photos - ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi34tm03kyyetit862eflp%2F0.jpg) - ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi34tm03kyyetit862eflp%2F1.jpg) - ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi34tm03kyyetit862eflp%2F2.png) ## In short The Financial Planning & Investment Group - Ameriprise Financial Services, LLC is a financial planner in San Diego, CA. Its AI Score is 24 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 | 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117, USA | | Hours | Mon to Thu 8 AM to 5 PM · Fri 8 AM to 4 PM · Closed Sat to Sun | | Phone | (858) 490-4288 | | Owner | Nothing found | | Rating | 5.0 across 1 review on Google | | Known for | The Financial Planning & Investment Group excels in retirement planning, providing personalized guidance that fosters confidence and peace of mind for clients navigating their financial journeys. | | Prices | Nothing found | | Quietest time | Nothing found | | Parking | Nothing found | | Last verified | September 19, 2026, 12:35 AM | ## 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 | 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Description | At The Financial Planning & Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Diego, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Hours | Mon to Thu 8:00 AM to 5:00 PM · Fri 8:00 AM to 4:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Name | The Financial Planning & Investment Group - Ameriprise Financial Services, LLC | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Phone | (858) 490-4288 | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Friday | 8:00 AM to 4:00 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 | Aaron b petersen | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron buehler | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron collins | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron d schenkman | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron d swartz | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron e borstein | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron elkins | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron franklin | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron fritz | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron goldman | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron hayn | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron hendry | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron hillmer | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron karr | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron k drone | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron keeney | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron larson | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron l hvitved | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron l turner | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron m feinblatt | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron m gerstel | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron m smith | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Aaron n irving | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Digital financial tools | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Financial advice team | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Financial calculators | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Financial planning | AI guess | Nothing found | | Services | Service | Financial videos downloads | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Get started | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Investment advice | AI guess | Nothing found | | Services | Service | Llc | Confirmed | Google Business Profile, checked Sep 19, 2026 | | Services | Service | Profile | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Retirement planning | AI guess | Nothing found | | Services | Service | Wealth management | AI guess | Nothing found | | Links | Facebook | https://facebook.com/pretoriusandpurvis | AI guess | Our record | | Links | Website | https://www.ameripriseadvisors.com/team/the-financial-planning-investment-group/?cid=IP_local_google | Confirmed | Google Business Profile, checked Aug 18, 2026 | ## Services and prices These are the 30 services The Financial Planning & Investment offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Aaron buehler | | | | Confirmed | | Aaron l hvitved | | | | Confirmed | | Aaron hayn | | | | Confirmed | | Aaron n irving | | | | Confirmed | | Digital financial tools | | | | Confirmed | | Aaron collins | | | | Confirmed | | Financial advice team | | | | Confirmed | | Get started | | | | Confirmed | | Financial calculators | | | | Confirmed | | Llc | | | | Confirmed | | Aaron hendry | | | | Confirmed | | Aaron hillmer | | | | Confirmed | | Aaron karr | | | | Confirmed | | Aaron k drone | | | | Confirmed | | Financial videos downloads | | | | Confirmed | | Profile | | | | Confirmed | | Aaron d schenkman | | | | Confirmed | | Aaron d swartz | | | | Confirmed | | Aaron e borstein | | | | Confirmed | | Aaron elkins | | | | Confirmed | | Aaron franklin | | | | Confirmed | | Aaron keeney | | | | Confirmed | | Aaron larson | | | | Confirmed | | Aaron l turner | | | | Confirmed | | Aaron m feinblatt | | | | Confirmed | | Aaron b petersen | | | | Confirmed | | Aaron goldman | | | | Confirmed | | Aaron fritz | | | | Confirmed | | Aaron m smith | | | | Confirmed | | Aaron m gerstel | | | | Confirmed | ### Known for The Financial Planning & Investment Group excels in retirement planning, providing personalized guidance that fosters confidence and peace of mind for clients navigating their financial journeys. ## The team Nothing found ## Visiting The Financial Planning & Investment Address: 4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117, USA. Phone: (858) 490-4288. Hours: Mon to Thu 8 AM to 5 PM · Fri 8 AM to 4 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:56 PM.) ### Location info from Google Business Profile Business description, written by The Financial Planning & Investment on its Google Business Profile: "At The Financial Planning & Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the San Diego, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience." ### When to go Busy times not read yet, back on Scan Day. ### Parking and getting in Nothing found ### Nearby | Place | Type | Distance | | --- | --- | --- | | Rose Creek Bike path Northern Trailhead | Park | 4 min walk | | Latchkey Brewing Company | Brewery | 6 min walk | | Superhuman Bikes | Parking | 6 min walk | | Talitha Coffee Roasters | Cafe | 8 min walk | | Cadman Park | Park | 9 min walk | ## Reputation 5.0 average across 1 review: Google 1. (Confirmed, read August 18, 2026.) Not enough review detail to summarise confidently. (AI guess, from 1 review.) ### What people like Nothing found ### What people do not like Nothing found ### Press No press story about The Financial Planning & Investment found yet. ### Awards None named yet. ### Directories Directory listings not read yet. ## Recent updates from The Financial Planning & Investment The Financial Planning & Investment hasn't posted an update here yet. ## Questions people ask ### What financial planner questions is San Diego asking AI most? No answer yet ### do I need to fill anything in beforehand No answer yet ### walk in here, or is it appointment only? No answer yet ### opening hours at The Financial Planning & Investment in San Diego, what are they these days? No answer yet ### points or member pricing at The Financial Planning & Investment, worth signing up? No answer yet ### Saturdays at The Financial Planning & Investment, are they open? No answer yet ### is Define any better No answer yet ### people keep recommending The Financial Planning & Investment, what for? No answer yet ### does The Financial Planning & Investment ever have cancellations No answer yet ### Somewhere to park near The Financial Planning & Investment? No answer yet ### anything good on Morena to kill time near The Financial Planning & Investment? No answer yet ### going rate for planners locally, any idea No answer yet ### Calling this place, or is there a better way? No answer yet ### best financial planner in San Diego No answer yet ### last update from here was when? No answer yet ### anywhere cheaper than this place in San Diego that is still good? No answer yet ## What AI gets wrong about The Financial Planning & Investment We ask Gemini and ChatGPT about The Financial Planning & Investment. These are the answers that disagree with the record. ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026. No capture has disagreed with the record yet. ## The AI Score: 24 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. The Financial Planning & Investment scores 24, below the San Diego average of 27. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | The Financial Planning & Investment | | --- | --- | --- | --- | --- | | 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 | 41 | 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 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Nobody at all was recommended in the 2 answers we hold, so there is nothing to score. | | Reviews & response | 12 | 29 | 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. | Poor | | Backlink & citation authority | 8 | 68 | Domain authority and editorial quality of the sources that attest to you. | Good | | Google Business Profile | 8 | 84 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 57 | Core Web Vitals at the 75th percentile, on a real phone. | Fair | | Content freshness & schema | 5 | 81 | 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 The Financial Planning & Investment 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 The Financial Planning & Investment | | --- | --- | --- | --- | --- | | The Financial Planning & Investment Group - Ameriprise Financial Services, LLC | LocalBusiness | #business | https://www.ameripriseadvisors.com/team/the-financial-planning-investment-group/?cid=IP_local_google | Subject of this page | | San Diego, California | City | #city | Nothing found | City The Financial Planning & Investment 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 The Financial Planning & Investment Group - Ameriprise Financial Services, LLC. 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:ChIJmXRVjKwB3IARbO-jyOiu69w (accessed Aug 18, 2026) - [2] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.b.petersen/ (accessed Sep 19, 2026) - [3] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.buehler/ (accessed Sep 19, 2026) - [4] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.collins/ (accessed Sep 19, 2026) - [5] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.d.schenkman/ (accessed Sep 19, 2026) - [6] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.d.swartz/ (accessed Sep 19, 2026) - [7] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.e.borstein/ (accessed Sep 19, 2026) - [8] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.elkins/ (accessed Sep 19, 2026) - [9] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.franklin/ (accessed Sep 19, 2026) - [10] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.fritz/ (accessed Sep 19, 2026) - [11] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.goldman/ (accessed Sep 19, 2026) - [12] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.hayn/ (accessed Sep 19, 2026) - [13] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.hendry/ (accessed Sep 19, 2026) - [14] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.hillmer/ (accessed Sep 19, 2026) - [15] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.karr/ (accessed Sep 19, 2026) - [16] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.k.drone/ (accessed Sep 19, 2026) - [17] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.keeney/ (accessed Sep 19, 2026) - [18] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.larson/ (accessed Sep 19, 2026) - [19] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.l.hvitved/ (accessed Sep 19, 2026) - [20] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.l.turner/ (accessed Sep 19, 2026) - [21] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.m.feinblatt/ (accessed Sep 19, 2026) - [22] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.m.gerstel/ (accessed Sep 19, 2026) - [23] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.m.smith/ (accessed Sep 19, 2026) - [24] ameripriseadvisors.com, https://www.ameripriseadvisors.com/aaron.n.irving/ (accessed Sep 19, 2026) - [25] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/digital-financial-tools/ (accessed Sep 19, 2026) - [26] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/financial-advice-team/ (accessed Sep 19, 2026) - [27] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/financial-calculators/ (accessed Sep 19, 2026) - [28] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/financial-videos-downloads/ (accessed Sep 19, 2026) - [29] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/get-started/ (accessed Sep 19, 2026) - [30] ameripriseadvisors.com, https://www.ameripriseadvisors.com/a.c.piatko/profile/ (accessed Sep 19, 2026) - [31] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)