Nautica Wealth Advisors

Nautica Wealth Advisors Nautica Wealth Advisors was formed with a passion for helping clients work toward their life goals. Financial Advisors proudly serving San Diego, CA and beyond.

Your financial goals deserve a well-thought-out and executed financial plan, and full-time professional advice. We offer full-service wealth management including estate planning, insurance review, tax planning, investment management, and retirement planning. Securities offered through LPL Financial, Member : “Member FINRA/SIPC finra.org sipc.org"


• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Alzheimer’s may change memory, but it doesn’t erase identity. Every person deserves to be seen beyond the diagnosis. See...
06/08/2026

Alzheimer’s may change memory, but it doesn’t erase identity.

Every person deserves to be seen beyond the diagnosis.

See the person, not the disease.

On June 6, 1944, courage changed history.Eighty‑two years later, we honor the heroes of D‑Day and the lives forever shap...
06/06/2026

On June 6, 1944, courage changed history.

Eighty‑two years later, we honor the heroes of D‑Day and the lives forever shaped by their sacrifice.

Their legacy lives on—in our freedoms and our communities.

Half the year is gone—are your retirement contributions on track? This article shows why a midyear checkup matters and h...
06/05/2026

Half the year is gone—are your retirement contributions on track? This article shows why a midyear checkup matters and how adjusting your workplace plan now can strengthen your long‑term savings.

This may be a good time to make sure you are on track to meet your annual contribution goal.

This month is all about unplugging, stepping away from screens, and rediscovering the energy of the outdoors. Unplug. He...
06/01/2026

This month is all about unplugging, stepping away from screens, and rediscovering the energy of the outdoors.

Unplug. Head out. Repeat all month long. 🌿☀️

When it comes to paying for education, many parents and grandparents worry about one thing:“Will this hurt my retirement...
05/29/2026

When it comes to paying for education, many parents and grandparents worry about one thing:
“Will this hurt my retirement?”

That’s where a 529 plan can make a difference.

By setting aside education savings in a 529, families can plan for future college costs without pulling from retirement accounts later. This helps protect long‑term retirement income while still supporting children or grandchildren.

The key is making sure your education strategy and retirement strategy work together, not against each other.

👉 Connect with Nautica Wealth Advisors to learn how a 529 plan can support education goals while helping protect your retirement plan.

How much income can your retirement savings really support year after year? The answer depends on more than just how muc...
05/28/2026

How much income can your retirement savings really support year after year? The answer depends on more than just how much you’ve saved. Our recent article explores how withdrawal rates, longevity, inflation, and portfolio structure can shape how long your retirement income lasts—and how confidently you can spend it.

Find out why it's important to figure out an appropriate retirement portfolio withdrawal rate.

We remember those who gave everything so we could live freely. Our office is closed today in observance of Memorial Day....
05/25/2026

We remember those who gave everything so we could live freely. Our office is closed today in observance of Memorial Day.

Address

16870 W. Bernardo Drive, Suite 330
San Diego, CA
92127

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18582567020

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