La Jolla Financial Advisors

In the Business of Smarter Retirement and Investment Planning

11

Years in Service

95%

Client Retention Rate

3,000+

Employee Plan Participants Served

Plans Worth Investing In.

As 401(k) advisors, we specialize in high-touch, tax-centric retirement plans that help engage employees, attract top talent, and contribute to your long-term success. Explore our proven, cost-conscious processes and services that have helped over 175+ businesses make strategic decisions and secure their futures.

What Sets Us Apart

A Hands-On, High-End Approach

We care about our clients and every employee under our plans. 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 manage onboarding, employee engagement, and ongoing guidance so you and your employees can make the most of your plan.

OUR SERVICES

Beyond Plan Setup:
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

Grow 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.