something Different

Financial planning done right

TruFinancial is an independent, full-service financial services firm with an innovative new approach to financial planning.

Services

Our goal is simple: help people control their spending, save money, and reduce overall financial stress

We partner with hundreds of investment & insurance companies to offer you a competitively priced wide array of products and services

More Information

Debt & Credit Management Services

Tax & Accounting Services

Budgeting & Cash Flow Services

Insurance Planning

Estate Planning

Retirement Planning

Education Savings Planning

Supplemental Investment Planning

Post Retirement Planning

We're on your side

Why should you choose TruFinancial

Cost

Choose from one of our attractive Bronze, Silver, or Gold packages starting at just $50/month. Your first two meetings are free!

Benefits

Your credit score. Jr's college fund. That trip to Europe. Less debt. You tell us, and we'll help you get there.

Options

We partner with 100's of different companies to offer you a competitively priced wide array of products and services.

Privacy

We understand the importance of your privacy and will never share or discuss your information.

See our plan

excellence through expertise

Our team is here to guide you to your financial goals

Daniel Meyers

President & CEO

Evan Compton

Vice President of sales

See Full Team

Most people don’t plan to fail, they fail to plan.

— John J. Beckley

We're excited to hear from you

Contact us today to begin a one of kind relationship

See our yelp page

See our google page

Office Hours

Monday - Friday : 9AM - 6PM
Saturday : Open by appointment
Sunday : Closed

Information

(619) 955-5565

info@trufinancial.org

444 West C street. Suite 340 San Diego, CA 92101

Investment Advisory Services are offered through TruFinancial Registered Investment Advisory Services, Inc., a registered investment adviser. Securities are offered and sold through Shareholder Services Group Inc. TruFinancial Registered Investment Advisory Services inc and Shareholder Services Group Inc. are not associated entities. Insurance products and services are offered and sold through TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services, Inc, and TruFinancial & Insurance services Inc. are affiliated entities.