Mission Valley, San Diego
A full-time San Diego office, not a satellite.
ArchAngel Financial Services works with San Diego County retirees, physicians, and business owners — planning, investments, tax, and estate work coordinated under one roof rather than handed off.
Thirty years of practice, two full-time offices.
ArchAngel Financial Services has advisors working full time in both Apple Valley and Mission Valley, applying the same planning process the firm has practiced since 1994 to San Diego County families, professionals, and owners.
Most people arrive with the pieces — a 403(b), an old 401(k), a trust signed years ago, a brokerage account no one has reviewed. We organize what exists, build the plan around the income you will need, then invest to support it.
How we help locally
What San Diego clients come to us for.
Retirement income
Converting 401(k), 403(b), 457, and brokerage assets into a durable paycheck — with California's cost of living, not a national average, as the baseline.
Physicians
Compensation that arrives in several forms at once: W-2, 1099, partnership distributions, and equity, each taxed differently.
Business owners
San Diego owners planning entity structure, employee retirement plans, CalSavers compliance, and an eventual exit.
Equity and concentration
Concentrated positions from biotech, defense, and tech employers, unwound with taxes and timing considered.
California estate work
Living trusts, titling, and beneficiary designations reviewed against the plan so probate is avoided rather than assumed away.
Real estate decisions
Prop 19 consequences, rental property, and 1031 questions weighed against the rest of the plan before you act.
Questions and answers
Working with us in San Diego.
- Where is your San Diego office?
- At 3465 Camino Del Rio S, Suite 310, San Diego, CA 92108, in Mission Valley — central to Downtown, La Jolla, North Park, Del Mar, and the I-8 and I-15 corridors. Call (760) 946-2220 to schedule a meeting.
- Which San Diego communities do you serve?
- Mission Valley, Downtown San Diego, La Jolla, Del Mar, Carmel Valley, Point Loma, North Park, Coronado, Chula Vista, Poway, Escondido, and the surrounding San Diego County communities.
- Do you work with physicians and healthcare professionals?
- Yes. San Diego's medical community is a core focus: high income taxed at California rates, late career starts, 403(b) and 457 plans, student loan balances, and disability coverage that has to be right the first time.
- Do you have advisors working full time in San Diego?
- Yes. The Mission Valley office is staffed full time, not a periodic visit from the Apple Valley team. The firm operates both offices as one team, so you can meet in person locally and continue by video and phone with the same advisor.
- Are you independent?
- Securities are offered through Centaurus Financial, Inc., a broker-dealer that is not affiliated with ArchAngel Financial Services. Our planning, tax, and estate work is done in house rather than referred out.
Also in the High Desert? Our Apple Valley office has been open since 1994.
Visit us
Our Mission Valley office.
3465 Camino Del Rio S, Suite 310
San Diego, CA 92108
On Camino Del Rio South, minutes from I-8 and I-805 and central to Downtown, La Jolla, Del Mar, and North Park.
Get directionsMeet us in Mission Valley.
An introductory meeting to understand your circumstances, answer your questions, and determine whether our work together makes sense.