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oppenheimer 85 broad

San Diego

SAN DIEGO, CA

About The Branch

For 15 years, Oppenheimer’s San Diego branch has served the financial needs of individuals, families, small businesses, and startups in the community. Our growing group of Financial Advisors provides advice and guidance on a variety of services including corporate cash management, stock option plans, retirement and wealth planning. Leveraging the extensive resources of Oppenheimer and its affiliates, we are able to offer a level of curated insight and personalized service not often found at other investment firms.

We are proud to be a part of the San Diego community – visit our office located in the University Town Center for a consultation and discover how we can help you achieve your financial goals.



Important Announcement

Oppenheimer is Fully Operational

We are adhering to the COVID-19 state-wide direction, and remain fully operational.

Oppenheimer has been closely monitoring all of the COVID-19 developments and diligently abiding by direction provided by health and government officials. This includes recent orders to stay at home and limit any non-essential activity.

However, while our team is working remotely from home, we remain fully operational. You can continue to contact us, as you normally did. We are fully enabled to continue business safely and securely from remote locations.

Read more on the Firm's preparedness and precautions here.

Join Oppenheimer

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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