RIAs, Planners & Wealth Managers
Independent advisors, fiduciary planners, and wealth managers serving HNW San Diego clients — part of San Diego Elites' finance networking san diego community.
Where San Diego's bankers, advisors, wealth managers, CPAs, and capital allocators actually find each other. Bi-weekly. Premier venues. Zero membership fee. (Finance Networking San Diego)
The San Diego finance community shows up — across asset management, capital markets, banking, accounting, and capital allocation — part of San Diego Elites' finance networking san diego community.
Independent advisors, fiduciary planners, and wealth managers serving HNW San Diego clients — part of San Diego Elites' finance networking san diego community.
Relationship managers, business loan officers, SBA specialists, and treasury management pros — part of San Diego Elites' finance networking san diego community.
San Diego-based VCs and PE firms looking at seed through growth-stage deals in life sciences and tech — part of San Diego Elites' finance networking san diego community.
CPAs, tax planners, and accounting firms serving San Diego businesses and high-net-worth families — part of San Diego Elites' finance networking san diego community.
Mortgage brokers, hard money lenders, and bridge financing pros for residential and commercial deals — part of San Diego Elites' finance networking san diego community.
In-house CFOs, fractional CFOs, controllers, and corporate development pros at SD companies — part of San Diego Elites' finance networking san diego community.
Business owners actively raising capital. Wealth managers with HNW clients. Bankers with SBA expertise. Cross-pollination happens organically — part of San Diego Elites' finance networking san diego community.
Hand-vetted members. No MLM pitches. No tire-kickers. Just professionals with real books of business and real referrals to give — part of San Diego Elites' finance networking san diego community.
We understand FINRA, SEC, and state licensing. Our events are structured around conversation — not pitches or solicitations — part of San Diego Elites' finance networking san diego community.
Red O, Mister A's, La Valle, George's at the Cove. Settings appropriate for the conversations finance professionals have — part of San Diego Elites' finance networking san diego community.
Free membership for SD finance pros. RIA-friendly, FINRA-aware, referral-focused — part of San Diego Elites' finance networking san diego community.
Join San Diego Elites — FreeBi-weekly mixers at premier San Diego venues. RSVP free as a member — part of San Diego Elites' finance networking san diego community.
Each event is hosted at one of nine premier venues — Red O, Mister A's, La Valle Coastal Club, Provisional Kitchen, and more. Industry keynote. Chef-curated bites. 120+ professionals in the room. Part of San Diego Elites' finance networking san diego community.
View the Full Event Calendararrow_outwardTwo ways to reach 120+ business owners, founders, and executives at every event — part of San Diego Elites' finance networking san diego community.