Rancho Bernardo Branch
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.
Welcome to the Rancho Bernardo Branch, where we put clients exactly where they belong – first.
We are financial advisors who put clients first, backed by a firm that does the same.
At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.
At a Glance
Raymond James has delivered 140 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
* As of 12/31/22. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.About Us
Why Raymond James?
Latest NewsRaymond James Financial reports February 2023 operating data Raymond James continues rapid growth of its Healthcare Investment Banking practice, hiring three additional senior bankers Raymond James announces full redemption of its Series A Preferred Stock and related depositary shares Financo | Raymond James and the Design Leadership Network form strategic partnership Raymond James to present at Raymond James Institutional Investors Conference
Rancho Bernardo Branch
Meet Our Team
Growth in real money supply is what is important for taming inflation, and for the Fed
Market and economic dynamics to keep an eye on
Weekly market guide
When markets are down, what should you do about RMDs?
Fed raises interest rates with a 25 basis point increase
Start the conversation about quiet quitting
Incremental progress emerging in the banking sector fallout
CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Are you protected from market mayhem?
Why you should maintain a long-term view amid bank headlines
How will recent news impact interest rates’ trajectory?
A difficult job becomes even more difficult
Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.Learn More
Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.Learn More
- 13500 Evening Creek Dr N Ste 100 San Diego, CA 92128-8111
- T: 858.859.4023
- TF: 866.940.2088
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.