​San Diego Wealth is a holistic financial planning firm that integrates clients’ personal visions with expert financial strategies to promote meaningful and inspired living. Founded by Cory Schmelzer, CFP®, CLU®, the firm emphasizes aligning financial planning with individual life goals, offering services such as life planning, financial planning, investment management, and support for overall well-being.

Their approach includes creating adaptable life plans that reflect clients’ aspirations and providing resources to support health, relationships, and personal growth. San Diego Wealth’s mission is to effect positive change in clients’ lives, guiding them toward greater freedom and happiness through comprehensive and personalized financial guidance.