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.

More people are turning to AI for financial answers, but can technology ease retirement anxiety? This article examines w...
09/10/2026

More people are turning to AI for financial answers, but can technology ease retirement anxiety? This article examines where AI adds value, where it falls short, and why trusted advice still matters.

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI to help manage finances.

Our offices are closed in observance of Labor Day. We wish you a day of rest, reflection, and quality time with those wh...
09/07/2026

Our offices are closed in observance of Labor Day. We wish you a day of rest, reflection, and quality time with those who matter most.

Happy Labor Day from all of us at Nautica Wealth Advisors.

Want to maximize your 401(k)? Don't just check the balance.Many people spend years watching their account grow but never...
09/05/2026

Want to maximize your 401(k)? Don't just check the balance.

Many people spend years watching their account grow but never revisit the decisions driving that growth.

Three questions worth asking:
✅ Are you contributing enough to capture the full employer match?
✅ Have you increased contributions after a raise?
✅ Is your investment allocation still aligned with your goals?

Growing retirement savings isn't about making one perfect move. It's about making intentional adjustments over time.

If you're unsure whether your retirement strategy is aligned with your long-term goals, let's start a conversation: https://www.nauticawealthadvisors.com/retirement-planning

Think you're financially savvy? You might want to test that confidence. A new AP course blending business and personal f...
09/04/2026

Think you're financially savvy? You might want to test that confidence. A new AP course blending business and personal finance could leave some adults questioning their money IQ. Read more about what's changing in financial education.

A new course offered by the College Board this fall teaches high school students about personal finance and entrepreneurship.

College planning can feel overwhelming, but having a roadmap can make all the difference.Our latest guide walks parents ...
08/28/2026

College planning can feel overwhelming, but having a roadmap can make all the difference.
Our latest guide walks parents through important milestones, deadlines, and decisions from high school through enrollment, helping families stay organized and confident every step of the way. Check it out and start planning ahead!

Key considerations from high school through enrollment.

At Nautica Wealth Advisors, exceptional client experiences start with exceptional people, and we're excited to welcome M...
08/24/2026

At Nautica Wealth Advisors, exceptional client experiences start with exceptional people, and we're excited to welcome Madina Khoshal as our newest Client Service Associate.

Prior to joining Nautica, Madina worked at LPL Financial, supporting advisors and clients with a wide range of service needs. She brings valuable industry experience, a client-first mindset, and a passion for helping others.

We're excited to welcome Madina to the Nautica Wealth Advisors team and look forward to the positive impact she'll have as she helps support our clients and deliver an exceptional service experience.

The resilience, insight, and contributions of older generations continue to shape the world around us—and inspire the pa...
08/21/2026

The resilience, insight, and contributions of older generations continue to shape the world around us—and inspire the paths we’re building today.

Their stories remind us that every chapter matters, including the ones still being written.

Who has inspired your journey? Share their impact below.

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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