San Diego Tax & Financial Associates

Welcome to San Diego Tax & Financial Associates, a full-service financial company specializing in Taxes, Investments and Insurance. Our goal is to provide personalized and affordable financial solutions while delivering world-class service. You deserve nothing less!

“Everything we do starts with understanding our client’s inside and out. It’s the key to providing creative, forward looking advice and building long-term relationships. It helps us anticipate our client’s unique needs and to present new and different opportunities.”

Please click below to learn more about our services, and how we can help you.


taxesWe are EXPERTS in Tax Planning and Tax Preparation. Our Enrolled Agents can help you navigate the challenging Tax Code, and provide advice to help you legally minimize your tax liabilities.

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investmentsAs independent financial advisors, we are not beholden to “sales quotas” or proprietary products. We create tax efficient investment strategies, which help our clients achieve their financial goals.

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insuranceWhether it is Life, or Long-Term Care Insurance, San Diego Tax & Financial Associates can help you find the right type of policy. We work with most of the top rated insurance companies in the world.

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What Makes Us Different

  • We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs.
  • We emphasize trust and integrity to foster a long-term and mutually beneficial relationship with you.
  • We focus on tax efficient investment strategies, not just charts, graphs and monthly statements.
  • As Enrolled Agents, we understand tax law and the tax consequences of investing. This sets us apart from brokers, insurance agents, and other investment professionals.