Testimonials

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.

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 client testimonial; may not be representative of all client experiences; no guarantee of future performance or success. 

San Diego, CA

"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."

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.