SAN DIEGO, CA
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
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.
Our Story in Numbers
Billion Client Assets under Administration
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.Read More Customer Asset Protection
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.