9820 Willow Creek Road, Suite 243 San Diego, CA 92131

 
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We've created the Smart Money™ method to help you reach your financial goals with purpose and clarity. Disclosure: Current clients voluntarily provided the testimonials and endorsements featured on this website. No cash or non-cash compensation was given in exchange for these testimonials or endorsements. Furthermore, there are no material conflicts of interest between our firm and the clients who provided the testimonials. We have not entered into compensation arrangements that would create a material conflict of interest. These disclosures are made in compliance with advertising guidelines and are displayed clearly and prominently within the respective advertisements.

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Featured

Angela is the best!! Everyone I have referred to her, calls me later and thanks me. We have worked with Angela for 20 years and her financial prowess, practical wisdom and engaging personality have guided us over the years. If you don’t have a financial advisor call Angela. You won’t regret it! Read more >

WEALTHPLAN PARTNER Replied: Thanks, John for your trust and friendship over the last two decades. It's been an honor and privelege to serve your family. ❤️
WEALTHPLAN PARTNER Replied: Thanks, John for your trust and friendship over the last two decades. It's been an honor and privelege to serve your family. ❤️

John H gave WEALTHPLAN PARTNER a 5 star Review
Featured

Angela at WealthPlan Partner is awesome. She listens and is very knowledgeable. Read more >

WEALTHPLAN PARTNER Replied: Thank you, April! We've enjoyed working with you and earning your trust!
WEALTHPLAN PARTNER Replied: Thank you, April! We've enjoyed working with you and earning your trust!

April R gave WEALTHPLAN PARTNER a 5 star Review
Featured

I love my trustworthy financial advisor Angela Martin. Read more >

WEALTHPLAN PARTNER Replied: Thank you, Miss Charlotte! It's so rewarding being able to work with a young woman at the beginning of her financial journey. Your well ahead of most of your peers.
WEALTHPLAN PARTNER Replied: Thank you, Miss Charlotte! It's so rewarding being able to work with a young woman at the beginning of her financial journey. Your well ahead of most of your peers.

Charlotte W gave WEALTHPLAN PARTNER a 5 star Review
Featured

C

I loved wealth plan partner, because she is very knowledgeable and has my best interest I would recommend my friends and family to her. Read more >

WEALTHPLAN PARTNER Replied: Thank you, Chailee! That's the best compliment you can give us!

Chailee K gave WEALTHPLAN PARTNER a 5 star Review
Featured

R

Angela is amazing. She is helping us to reach our financial goals and live well today. She is helping our daughters get a head start on planning for their futures. I have confidence in her skills, knowledge and experience. Thanks Angela for finding the money to remodel my kitchen! Read more >

WEALTHPLAN PARTNER Replied: Thank you, Robin! Not only are you a client, but I also consider you a dear friend and love that we make tamales together at Christmas! And the kitchen really makes your home inviting whenever I come over to visit.

Robin H gave WEALTHPLAN PARTNER a 5 star Review

T

4/19/24

Great and responsive service! I trust her! Read more >

Tomi B gave WEALTHPLAN PARTNER a 5 star Review

A

5/31/23

I love wealthplan partner because Angela really listens and is always available. Read more >

April R gave WEALTHPLAN PARTNER a 5 star Review

D

5/30/23

I have THE BEST FINANCIAL ADVISOR EVRR (Angela Martin)!!! She is so knowledgeable, always available to meet with me, explains my finances thoroughly, and guides me in the right direction on how to manage my noneythoroughly, Read more >

Dot O gave WEALTHPLAN PARTNER a 5 star Review

M

5/23/23

Knowledgeable and professional Read more >

WEALTHPLAN PARTNER Replied: Thanks, Marc for your kind words. It's always rewarding working with great people like you!

Marc M gave WEALTHPLAN PARTNER a 5 star Review

L

4/24/24

Linda is very excited to recommend WEALTHPLAN PARTNER Read more >

Linda W gave WEALTHPLAN PARTNER a 5 star Rating

D

2/28/24

Darnell S gave WEALTHPLAN PARTNER a 5 star Rating

J

6/05/23

Juliet Strongly Recommends WEALTHPLAN PARTNER Read more >

Juliet R gave WEALTHPLAN PARTNER a 5 star Rating

W

6/04/23

William Strongly Recommends WEALTHPLAN PARTNER Read more >

William W gave WEALTHPLAN PARTNER a 5 star Rating

A

6/03/23

Andrew thinks you should try WEALTHPLAN PARTNER Read more >

Andrew W gave WEALTHPLAN PARTNER a 5 star Rating

D

6/03/23

Doreen is very excited to recommend WEALTHPLAN PARTNER Read more >

Doreen R gave WEALTHPLAN PARTNER a 5 star Rating

H

6/03/23

Hannah Highly Recommends WEALTHPLAN PARTNER to their friends & family! Read more >

Hannah H gave WEALTHPLAN PARTNER a 5 star Rating

J

6/03/23

Jan LOVED WEALTHPLAN PARTNER Read more >

Jan S gave WEALTHPLAN PARTNER a 5 star Rating

L

6/03/23

Lisa W gave WEALTHPLAN PARTNER a 4 star Rating

L

6/03/23

WEALTHPLAN PARTNER got a great recommendation by Lorene Read more >

Lorene C gave WEALTHPLAN PARTNER a 5 star Rating

C

6/02/23

Charlotte suggests you use WEALTHPLAN PARTNER Read more >

Charlotte W gave WEALTHPLAN PARTNER a 5 star Rating

R

6/01/23

Robert thinks you should try WEALTHPLAN PARTNER Read more >

Robert S gave WEALTHPLAN PARTNER a 5 star Rating

C

5/31/23

Chris is very excited to recommend WEALTHPLAN PARTNER Read more >

Chris S gave WEALTHPLAN PARTNER a 5 star Rating

L

5/30/23

WEALTHPLAN PARTNER got a great recommendation by Linda Read more >

Linda W gave WEALTHPLAN PARTNER a 5 star Rating

B

5/29/23

Bryant had a great experience with WEALTHPLAN PARTNER Read more >

Bryant K gave WEALTHPLAN PARTNER a 5 star Rating

J

5/19/23

John LOVED WEALTHPLAN PARTNER Read more >

John H gave WEALTHPLAN PARTNER a 5 star Rating

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9820 Willow Creek Road, Suite 243  San Diego,  CA   92131
 
Call Us
 
View Website
 
Contact Us

We've created the Smart Money™ method to help you reach your financial goals with purpose and clarity. Disclosure: Current clients voluntarily provided the testimonials and endorsements featured on this website. No cash or non-cash compensation was given in exchange for these testimonials or endorsements. Furthermore, there are no material conflicts of interest between our firm and the clients who provided the testimonials. We have not entered into compensation arrangements that would create a material conflict of interest. These disclosures are made in compliance with advertising guidelines and are displayed clearly and prominently within the respective advertisements.

This business profile is powered by SoTellUs. SoTellUs gets your Five Star customer reviews on sites like Google, Facebook, Yelp, BBB, and 100's of other review sites. Video reviews builds consumer trust and confidence. Your customers are looking for five star Google reviews, Facebook reviews, Yelp reviews, BBB reviews, and other 5 star reviews. SoTellUs will give your business the podium you need to share these amazing five star reviews.

Learn more about SoTellUs