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

Nautica Wealth Advisors

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Nautica Wealth Advisors

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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.

11/06/2026

Could stronger AI skills lead to a bigger paycheck? The article explores six capabilities to build now and how using AI to improve workplace results could create a career advantage.

If you hope for a bigger paycheck in 2027, a new study shows your career advantage lies in showing how your AI skills improve work—something managers are paying more for.

11/04/2026

In the latest : AI investment is fueling economic growth, while higher borrowing is pushing up interest rates and creating opportunities for selective bond investors.

Read the full report here: https://www.nauticawealthadvisors.com/weekly-market-commentary

11/03/2026

Take a few minutes today to vote and help shape the future of your community. Your voice matters.

11/01/2026

The Health Insurance Marketplace is now open for 2027 coverage through January 15, 2027.

During Open Enrollment, you can:

✅ Apply for health coverage
✅ Renew your current plan
✅ Switch to a different plan
✅ Update household or income information
✅ See if you qualify for savings on monthly premiums

Don't miss your opportunity to review your options and choose the coverage that best fits your needs.

Learn more at: https://www.healthcare.gov/

10/31/2026

Nautica Wealth Advisors would like to wish you a Halloween packed with fun costumes, delicious treats, and just the right amount of spooky excitement. Have a safe and happy Halloween

10/30/2026

Not all market downturns affect retirees equally. This article explores sequence of returns risk and how poor timing early in retirement can have lasting financial consequences

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

10/28/2026

Looking for valuable insights into the financial markets? Tune in to the LPL Financial Market Signals Podcast for the latest trends, analysis, and expert opinions.

Click the link to listen now. https://www.nauticawealthadvisors.com/market-signals-podcast

10/27/2026

What's one thing about your financial future you'd like more clarity on?

A major life change. Retirement. A personal milestone.

Financial planning helps connect today's choices with tomorrow's priorities.

This National Financial Planning Month, take the next step toward building a plan with a CFP® professional.

Contact Nautica Wealth Advisors today to start the conversation.
⏩https://www.nauticawealthadvisors.com/meet-the-team

10/26/2026

The biggest year-end planning mistake isn't making a bad decision.

It's waiting too long to make one.

October provides the opportunity to review goals, assess strategies, and prepare before year-end deadlines create urgency.

The best time to start your year-end planning is now. Let's talk.
https://www.nauticawealthadvisors.com/contact

10/23/2026

Artificial intelligence is reshaping retirement planning and healthcare. This article highlights key trends, opportunities, and considerations to help you navigate change and prepare for the future confidently.

Retirees can benefit as AI expands into healthcare and other areas. What to know, from managing your health to your portfolio.

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

Website

http://www.nauticawealthadvisors.com/

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