La Jolla Financial Advisors

Thoughtful planning for the life you're building.

Marine Street Financial is a financial advisory and wealth management services firm in La Jolla, California, helping individuals and families make informed decisions and pursue their financial goals.

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$1B+

Advisory and brokerage assets serviced

99%

Client retention rate

50+ Years

Combined industry experience

For individuals

Retirement support at every stage

Retirement planning

For companies

Adding value with 401(k) specialists.

A dedicated retirement plan team serving more than 150 401(k) plans, locally and nationally. Fiduciary consulting, investment oversight, compliance support, and hands-on participant education, whether you already sponsor a plan or are choosing your first.

401(k) & retirement plan services

About the firm

Plans worth investing in.

Marine Street Financial, a financial advisory and wealth management services firm based in the beautiful city of La Jolla, California, offers high-touch, tax-centric investment management and wealth preservation solutions.* For over a decade, our team has helped high-net-worth individuals and families make informed decisions and pursue their financial goals.

We care about our clients and every participant in the plans we work with. We listen and communicate thoroughly, addressing your questions and concerns with a commitment to relationships and top-tier client care.

*Tax services are not offered by Marine Street Financial, LPL Financial or affiliated advisors. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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