Vero Beach, FL
"When my husband and I got married we knew we differed in our perspectives and experiences regarding money! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us."
Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
La Jolla, CA
“Cory, Rick, Aries, Rick, and Mariana are a professional and friendly team. I appreciate their patience and understanding. At the beginning of our relationship, I wasn't very savvy about my financial options. They took me "in hand" and explained everything I needed to know. I feel confident about my financial goal choices.”
San Diego, CA
"I don't normally post reviews, positive or negative, but I had to spend some time and give San Diego Wealth Management a review. My wife and I were going through some financial turmoil and I sent them an email hoping to get a few tips on how to get out of debt and better manage my finances. Well not only did I get a few tips, I also got an amazing financial plan which will help us get back on track and get out of debt within a few years.
Aries Jimenez is one of the best around! He spent quite a lot of time walking my wife and I through our new financial plan and spoke in a way that someone without a lot of financial guidance could easily understand and follow.
My biggest tip to anyone who is interested in working with a financial planner, is to do it before you need it. Sure, you are spending your hard earned money on something you think you may not need, but trust me, had we reached out for help before our debt rose out of control, we would not have been in the predicament that we are in now. It is money you are spending up front but you will end up saving money in the long run. Trust me...its worth it.
Thank you Aries for your amazing and structured advice!!"
Non-compensated former client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Chula Vista, CA
"Cory's attention to detail and responsiveness is great. He and his team are professional and helpful and always keeps his client's goals in mind. I sleep better at night knowing they are looking out for us. I am not kidding. Cory & his team have gone to great lengths to help us and guide us in good financial planning for our retirement and our kids' college funds. He has helped us in tax planning and I have referred him to others. He has even come to our home to meet one on one.”
“I have been with these folks for over ten years. They are totally customer friendly (they listen well and explain everything), socially conscious, thorough, and have great integrity. I highly recommend them to anyone.”
"Cory Schmelzer has been an associate of mine for at least 10 years. I have seen his business grow and expand to include other professionals of high standards, ethics and quality client engagement. His business skills are unmatched and his team of experts are not only highly qualified, but caring and helpful in a wide range of issues from managing retirement assets to handling educational funds, tax planning and many other topics. Their focus is on individual analysis along with customized planning for each client. I know because his team are my go to advisors for the past several years since my retirement from the business.Who're you gonna call? Cory, Aries, Kathleen, Jim, and Nicole are there for you. In addition to financial planning, ask about the Life Planning program offered by Mark and Aries!"
"We have nothing but good things to say about San Diego Wealth. Everyone on the team, especially our advisers - Mark and Aries - have been punctual, kind, patient, friendly, and effective. Our portfolio is performing above expectations. We recommend you go nowhere else for caring and productive wealth management. Also, take a look at their mission statements on their website. Wonderful stuff."
"I would recommend the professionals of San Diego Wealth Management to my closest family and friends!!! I found this company on Yelp and was definitely impressed with the high quality service they provide. Everyone at this office is very nice, welcoming and professional. I was pleased with the prompt attention and how quickly I was able to get in for an appointment. I went to San Diego Wealth Management because I need some tax advice in regards to capital gains due to an upcoming relocation. Cory and Kathleen really put my mind at ease. They broke down tax law into the simple terms that were easy to understand. They really took their time with me. I cannot say more for the knowledge, skills, expertise, and friendliness of the staff. Although I initially went in for advice on a specific topic, I was so pleased with their service that I knew I wanted to go back for advice and counsel on other areas of my finances by the end of my first appointment. This company gets my well-deserved and highest recommendation!"
"Cory and Rick are always willing to spend extra time with clients and explain options and questions. They are willing to go the extra mile to ensure our financial goals for retirement are met."
"San Diego Wealth management has been an incredible asset in helping our family establish and maintain financial stability. Their wealth management strategies are personalized to our own goals and have provided us the necessary tools to develop a financial plan with purpose. I would highly recommend the San Diego Wealth Management team for anyone who is looking for a for wealth management support"