La Jolla Financial Advisors

In the Business of Smarter Retirement and Investment Planning

$800M+

Advisory and Brokerage Assets Serviced

99%

Client Retention Rate

50+ Years

Combined Industry Experience

Plans Worth Investing In.

*Tax services are not offered by Marine Street Financial, LPL Financial or affiliated advisors. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Marine Street Financial, a financial advisory and wealth management services firm based in the beautiful city of La Jolla, California, offers high-touch, tax-centric investment management and wealth preservation solutions.* For over a decade, our team has helped thousands of high-net-worth individuals and families make informed decisions and pursue their financial goals. Discover our cost-conscious, flexible, and customizable approach to planning that always prioritizes your best interests.

What Sets Us Apart

  • A Hands-On, High-End Approach

    We care about our clients and every participant in the plans we work with. We listen and communicate thoroughly, addressing your questions and concerns with a commitment to relationships and top-tier client care.

  • Broad Industry & Plan Expertise

    Serving a wide range of businesses, from solopreneurs to large enterprises, we bring deep expertise and diverse insights across industries and retirement plan types so you’re not confined to a one-size-fits-all solution.

  • Adding Value with 401(k) Specialists

    Using cost-effective, prudent retirement savings vehicles, we help with the onboarding process, employee engagement, and ongoing guidance so you and your employees can make the most of your plan.

SERVICES

Retirement Support at Every Stage

RETIREMENT PLANNING FOR INDIVIDUALS

Design your future with a clear, actionable plan.

  • Whether retirement is decades away or right around the corner, we ask the right questions to define what success looks like to you — then, we build a plan around it that’s flexible, proactive, and uniquely yours.

  • We can help you broaden your investment options, fill gaps, and strengthen your savings beyond a 401(k). Pursue your retirement goals with tax-conscious vehicles, such as IRAs and other cost-saving strategies.

  • We’ll help you fund your next passion project, prepare for rising costs, and confidently navigate your future with a plan and distribution options that flex with you.

INVESTMENT MANAGEMENT

Work towards growing your wealth with smart, simplified investing.

  • Whether you want to fully delegate portfolio management, remain hands-on, or take an approach somewhere in between, our planning is built for flexibility and efficiency.

  • From managing your investments and monitoring your risks to watching the markets so you don’t have to, we manage the details to help keep your plan on track while saving you time.

  • Through strategic investment selection, asset allocation, and tax-efficient opportunities, our planning supports growing and preserving your wealth long-term.

EMPLOYER-SPONSORED RETIREMENT PLANS

Not sure which retirement benefits are right for your team?

  • With deep familiarity across industries and retirement plan types, we help guide you to the solutions that align with your goals and empower your staff.

  • As business owners, we understand every expense should have an impact. With tailored strategies and plan features, we’ll help you design a tax-efficient and cost-effective plan that provides long-term value.

  • A retirement plan is only as successful as its participation. With end-to-end implementation and ongoing support, we help boost employee participation with attractive plan features, seamless onboarding, and personalized guidance.

RETIREMENT PLANNING FOR
BUSINESS OWNERS

Bring clarity and coordination to your personal and business finances.

  • Don't have the time to manage increasingly complex finances? We can help you simplify. With thoughtful, comprehensive coordination, we uncover opportunities and manage your risks to support you and your business.

  • When can you retire? How much do you need? We help you define your retirement timeline and ideal savings with flexible plans that track your progress and highlight critical steps so you can make personal and business decisions with confidence.

  • Guiding solo business owners to enterprise leaders, our wide range of retirement options offers tax and financial incentives that fit your goals and lifestyle today and down the road.

Build Something That Lasts.

Let’s connect and work together to design a plan that supports your people and your future.

YOUR TEAM

Your Goals and Dreams, Our Guidance.