Collective Wealth Partners is an independent financial advisory firm based in San Diego, California. The firm provides comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning strategies. They emphasize a client-centric approach, aiming to build long-term relationships and guide clients toward their financial goals through personalized advice. The company's advisors are affiliated with and offer securities and advisory services through LPL Financial, a major registered investment advisor and broker-dealer.

Founded in

United States