One Degree Advisors - San Diego, California

Address: 8880 Rio San Diego Dr # 1000, San Diego, CA 92108, United States.
Phone: 6192823288.
Website: onedegreeadvisors.com.
Specialties: Financial planner, Financial institution, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

Location of One Degree Advisors

6192823288

One Degree Advisors is a financial planning firm located at Address: 8880 Rio San Diego Dr # 1000, San Diego, CA 92108, United States. They can be reached at Phone: 6192823288 or through their website at Website: onedegreeadvisors.com.

This company specializes in Financial planning, Financial institution, Investment service. They offer a range of services including online appointments, on-site services, wheelchair-accessible parking, wheelchair-accessible entrance, wheelchair-accessible toilet, and toilets. Appointments are required, and it is recommended to schedule an appointment in advance.

One Degree Advisors has received a total of 17 reviews on Google My Business with an average rating of 5/5. This is a testament to the high-quality service that they provide to their clients.

Their office is conveniently located in a central area of San Diego, making it easily accessible for clients. They offer on-site services, which means that clients can come to their office for a face-to-face meeting with a financial advisor. This is an excellent option for those who prefer a more personalized approach to financial planning.

In addition to on-site services, One Degree Advisors also offers online appointments. This is a great option for those who have busy schedules or prefer to conduct their business remotely. With online appointments, clients can still receive the same high-quality service that they would receive in person.

Another feature that sets One Degree Advisors apart is their wheelchair-accessible facilities. This makes their office accessible to everyone, regardless of mobility limitations. They have a wheelchair-accessible entrance, parking, and toilet, ensuring that all clients feel welcome and comfortable.

The team at One Degree Advisors is dedicated to providing personalized financial planning services to their clients. They take the time to understand each client's unique financial situation and goals, and then develop a customized plan to help them achieve those goals.

One Degree Advisors is an excellent choice for anyone looking for a financial planning firm that offers a range of services, personalized attention, and a commitment to accessibility. If you're looking for a financial advisor that you can trust, look no further than One Degree Advisors.

We highly recommend visiting their website at Website: onedegreeadvisors.com to learn more about their services and to schedule an appointment. Their team of experts is ready to help you take control of your finances and achieve your financial goals.

Reviews of One Degree Advisors

One Degree Advisors - San Diego, California

Barbara Lester

5/5

I have been with One Degree Advisors for many years and it just gets better and better. Recently Alex reviewed my financial plan with me and when I felt I didn't understand everything clearly, we met again until I felt comfortable with all my decisions. He is very thorough and personable. I highly recommend this financial planning group.

Pauline L

5/5

One Degree Advisors is not our first financial/investment advisor in the past years. However, they have been our best! My husband and I have been with One Degree for 5 years and we could not be happier with their services. Everyone in the office is very friendly and personable. We feel that Alex Okugawa, our advisor, is a person of high integrity. He is very knowledgeable, detail oriented, and very responsive to our needs or any questions we might have. We feel very comfortable working with him.

Our yearly meetings with Alex provide us with clear updates on our investment performance, future projections, as well as advice on income tax strategies , etc. The level of service he had provided us is unsurpassed. Working with Alex had given us the level of confidence we needed on our financial future and also a tremendous degree of peace of mind. We would highly recommend Alex Okugawa, and One Degree Advisors to anyone for their investment and financial planning needs.

Billie Szumiak

5/5

My husband & I have been with One Degree since 2017. We are so happy with the service provided by One Degree and especially for Alex Okugawa who manages our accounts. He is very professional and knowledgeable. He presents all information in an easy to understand manner and is willing to answer any and all questions and is quick to respond when we reach out to him with questions. Our meetings with Alex are always thorough with discussion of our funds' past performance and what our future plans should be. We trust Alex explicitly and would highly recommend him. We only wish that we had known about One Degree and Alex sooner.

Robyn Bodecker

5/5

I have been working for many years with One Degree Advisors and their investment strategies have worked very well for me. I retired this year and feel confident I will be able to enjoy my retirement without budget worries. Audrey and Matt have been the 2 advisors who I have worked with the most. They are attentive, informative, courteous and timely in fulfilling any requests. Great group!!

Lissette Chao

5/5

I was referred to One Degree Advisors over a year and a half ago, and choosing to work with them has had a tremendously positive effect on my finances. I am so much more organized now, and the they provide has led to major improvements in how I have approached decisions pertaining to retirement and debt management, expense management and creation of wealth. Matt Calcagno in particular has been wonderful, and I truly value the relationship I have built with him and the rest of his team, as well as the periodic check-ins to further optimize my financial picture. They are professional, reliable and easy to work with. Highly recommend their services.

Robin Galaif

5/5

Our One Degree Team has been incredibly helpful and communicative. One Degree took the time to get to know our hopes and dreams, which helped us develop our financial plan as a team. This is the first financial advisor company which has given us this level of individual attention so that we can understand where our money is, the plan for it's growth, and feel confidence and security in our financial decisions.

Tom Dundorf

5/5

I am a Certified Financial Planner and Certified Kingdom Advisor. I am the founder of a financial planning firm and have had 35 years leading clients to pursue true financial freedom. Alex knows his stuff and I can verify the plan he models for us is exceptionally well done. While I know our plan is rock solid, if my wife does not sense that, our journey will lack the joy and impact we desire. Jan & Alex are able to communicate with my wife in a way that gives her peace of mind and will allow us to bring our family into the process for extraordinary intergenerational impact. About 2 years ago, I sensed God calling me to experience extravagant generosity. After living a life of frugality, this calling was harder than I could have ever imagined. Alex and Jan have provided the prayer support, emotional support and necessary encouragement for Nancy & I to get to where we never could have imagined. Thank you Lord and thank you One Degree.

Helen Elias

5/5

One Degree Advisors have been my Financial Advisors for over 15 years. I have confidence in their expertise and trust in their recommendations to manage my portfolio. They listen to my investment questions and offer quarterly reviews. They research before offering advice on long term care and life insurance, annuities, retirement pensions, and taxes. I have referred to friends and family, who also appreciate and trust Anthony Saffer with One Degree.