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oppenheimer 85 broad

San Diego


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.

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Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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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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advisors working together

Engaging Family Office Services

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