Focused Mission Financial - San Diego, California

Address: 11440 W Bernardo Ct STE 300, San Diego, CA 92127.
Phone: 92795002.
Website: focusedmissionfinancial.com.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

Location of Focused Mission Financial

Focused Mission Financial is a financial planning firm that specializes in helping individuals and businesses achieve their financial goals. They are located at Address: 11440 W Bernardo Ct STE 3

Reviews of Focused Mission Financial

Focused Mission Financial - San Diego, California
austin mccalley
5/5

Matt was extremely helpful during the intro call. He immediately made me feel comfortable, and was extremely knowledgeable on every question I had. I walked away from the call with an action plan, and the resources to accomplish it. I look forward to future business with Matt!

Focused Mission Financial - San Diego, California
Christopher C
5/5

Matt was great to work with. He made scheduling easy, and took a very thorough approach with all of his recommendations. After we made my plan, he offered to help me with the actual account setup to make sure everything was done correctly. Definitely recommend!

Focused Mission Financial - San Diego, California
robert gaines
5/5

Matt and FMF gave exceptional guidance in crafting our financial plan for my family and navigating my company stock options gave me so much value. Matt's expertise made our journey towards financial goals seamless and informed. I highly recommend Matt for his excellent service and commitment to helping clients thrive.

Focused Mission Financial - San Diego, California
Joe Rohner
5/5

I highly recommend that you use FMF. We've been working with Matt for many years now and have no complaints. The advice and actions he gave us 4+ years ago have resulted in greater gains and financial security. Matt takes the time to really get to know us so we can provide informed recommendations and actions. When I have questions over email, he gets back to me quickly making me feel like I'm his only client. We are in the middle of our professional careers with a youngish family, and I feel that Matt relates to our life experience during our conversations. His advice is always delivered without judgement and an open mind.

Focused Mission Financial - San Diego, California
Lars Leweck
5/5

Matt at FMF has been an absolute game-changer for my financial landscape. Beyond the remarkable transformation in my financial situation, what truly stands out is the invaluable sense of security and confidence that comes with it. Matt's meticulous planning and strategic re-balancing of my personal finances have not only provided me with a clear trajectory but have also instilled a deep sense of peace regarding my financial future.

One of Matt's outstanding qualities is his responsiveness and accessibility. Whenever I've needed assistance or had questions, he has been readily available, making the entire process seamless and stress-free. Matt's ability to break down complex financial concepts into easily understandable terms has been instrumental in ensuring that I am fully aligned with the strategy at hand.

Without hesitation, I am actively recommending Matt to all my family and friends. His expertise, coupled with his personable approach, makes him a standout financial advisor. If you're seeking a professional who not only transforms financial outcomes but also provides a sense of confidence and clarity, Matt at FMF is the one to call.

Focused Mission Financial - San Diego, California
Tim
5/5

My wife and I have been wanting to buy a house, but we were not sure if we could afford to buy in California. Matt met with us and helped us figure out tangible steps to take in order to make our dream possible.

Matt was very personable, knowledgeable, and passionate about helping his clients achieve their goals. He did a great job at explaining complex ideas to us in a way we could easily understand. He had all the tools necessary to help with our financial planning and showed us exactly what we needed to do to make it possible to buy our home.

Focused Mission Financial - San Diego, California
Sara Orlansky
5/5

Matt is a true gem. His kindness, professional demeanor and savvy intellect made working through finances painless. He ensures each party is heard and all concerns are addressed. He is well connected throughout the community and is always willing to go the extra mile for his clients. Matt always makes time for his clients and provides the best services for all levels of financial literacy and understanding. Highly recommend to anyone looking to better understand their investments, planning for the future, or understand what's in their wallet.

Focused Mission Financial - San Diego, California
seanmckaveney
5/5

Matt is the best and I would not trust anyone else. A true profession who provides insightful, personalized advice and is extremely responsive to all my questions. His expertise has already benefited me greatly and I look forward to working with him for years to come. I’ve already recommended him to several friends and family members. He is very diligent and regularly follows up throughout the year, not just with tailored financial advice but also with genuine interest about my other life activities. He is an awesome person with a great family and has become a great friend. Easy 5 Stars.

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