Broker Check

12626 High Bluff Drive, Suite 440
San Diego, CA 92130
P. (858) 461-4959

Our Promise

Strategies to Help Pursue and Protect your Financial Independence

In today’s challenging and ever-changing investment landscape, people have a difficult road to financial freedom ahead of them. While our clients all have unique circumstances and personal needs, they all share one common goal to obtain the financial & emotional assurance that comes with pursuing one’s financial independence. Wherever you are on your journey, Presidio Capital Management can help.

With an impeccable client service record and financial experience in a wide array of topics we offer a unique and positive experience to our clientele. As a client of the firm, we make the following promises to you.

Assurance

Our experience, financial planning process and dedication will help you make more informed financial decisions, so that you may experience a calm confidence in regards to your financial future.

Competence

By obtaining our CERTIFIED FINANCIAL PLANNER™ professional designations, we aspire to a higher standard among financial planning professionals. You can be sure that the financial planner you are dealing with will only provide you with advice on areas where they are highly trained.

Transparency

We utilize the most cutting edge financial technology, so that you may track every dollar you own in real time, regardless if it is managed by our firm or not. You can even have custom alerts sent to your mobile device to keep you informed of changes to your investments.

Objectivity

We have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investments that we believe are best suited to help pursue your financial objectives.

Fairness

We work exclusively for our clients, and we are committed to putting your needs first. As an independently owned financial services firm, we offer you an objective approach in serving your wealth management needs.

Professionalism

We will work with your other professionals to help ensure that everyone is on the same page, and that we each take care of the one that matters most to us and our business… you.