About Western Financial

Western Financial Corporation (“Western”) is a multi-generational SEC registered investment adviser headquartered in San Diego, California. Western provides a wide array of wealth management services including Portfolio Management, Financial Planning and Retirement Plan Services.

Providing Investment Advice for Generations.

You’ve worked too hard for too long to not enjoy time with your grandchildren. Common fears you might have  can be retiring broke, not being able to pass on anything to the ones you love, or even feeling like you’re not being ready for retirement. That’s where Western comes in.

Over its history, Western has worked with up to three and four generations of families seeking financial advice. Over the last 45 years, Western has provided wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, small businesses and high net worth individuals.

Fiduciary Financial Adviser

Everything that we do for our clients is based upon fiduciary standard principles, ensuring that we always put our clients’ interests before our own. We provide our clients with the best advice and the highest level of honesty, integrity, and transparency.

That’s how we make sure that our clients aren’t being lied too, have one-on-one interaction, know exactly how their money is being invested and know exactly when they’re ready to retire.