Presidio Capital Management

(on high bluff drive)
Financial and Investment Services in San Diego, CA
Financial and Investment Services
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 1:30PM
Saturday
Closed
Sunday
Closed

Location

12626 High Bluff Drive
San Diego, CA
92130

About

In today’s challenging and ever-changing investment landscape, people have a difficult road to financial freedom ahead of them. While our clients all have unique circumstances and personal needs, they all share one common goal to obtain the financial & emotional assurance that comes with pursuing one’s financial independence. Wherever you are on your journey, Presidio Capital Management can help.

With an impeccable client service record and financial experience in a wide array of topics we offer a unique and positive experience to our clientele.

By obtaining our CERTIFIED FINANCIAL PLANNER™ professional designations, we aspire to a higher standard among financial planning professionals. You can be sure that the financial planner you are dealing with will only provide you with advice on areas where they are highly trained.

Please note our other locations at:
19800 MacArthur Blvd., Suite 300
Irvine, CA 92612

999 Corporate Dr., Suite 100
Ladera Ranch, CA 92694

Photos

Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo Presidio Capital Management Photo

Services

  • Cash Flow Planning
  • Retirement Decisions
  • Asset Allocation Principles and Strategies
  • Retirement Investing and Distribution Strategies
  • Estate Planning Issues
  • Risk Management
  • Roth IRA Conversion Planning

Latest

After 12 tumultuous weeks the Presidio Capital Management team thanks you for attending our weekly webcast. As we conclude Season 1 we are already revamping for Season 2, see video for details. Retirement 101 goes virtual on June 23rd, watch the video for your free registration code.
Since the spring, the fall off in demand due to lockdowns led #investors to believe that demand would pick up once those lockdowns ended. They have. Only not uniformly, and definitely not #globally. Israel has announced new three week long #lockdowns this weekend. FORBES.COM Global Demand Picking Up As Investors Refuse To Relent
Many people use financial benchmarks to determine when it’s time to retire. But are you mentally prepared? Read more from Yahoo Finance @ FINANCE.YAHOO.COM 6 Signs It's Time to Retire
S&P 500 3650, Dow 32,500 To view this article, Click Here Brian S. Wesbury, Chief Economist Robert Stein, Deputy Chief Economist Date: 8/31/2020 If you pay close attention to our stock market forecasts, the title of this piece will... PRESIDIOCM.COM Monday Morning Outlook - S&P 500 3650, Dow 32,500
The #GlobalEconomy hasn’t got time for the pain. Despite second waves in #Australia, #Japan and #Spain — all countries that were deemed success stories and out of the woods — and some #U.S. states like Rhode Island rolling back plans to open up, the global #recovery narrative is alive and well on #WallStreet. FORBES.COM Sorry Coronavirus Pandemic, The Economy Has Had It With You
Are you missing episodes of the Presidio Perspective? If so, head on over to www.presidiocm.com/the-presidio-perspective to catch replays of Season 1.
What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
For those of you wondering which direction the stock market is going, and what to do about the coming election, I recommend a higher viewpoint when making your investment decisions. What do you see on the horizon? Let me know if you ever want to have a chat about it.
For investors, 2020 has been quite the ride. We have just emerged from the two most devastating quarters since the #FinancialCrash of #2008, interrupting what was a strengthening #USEconomy characterised by increasing employment and robust earnings. As we move into Q4, there are three things we think are going to define the outlook from here... ARABIANBUSINESS.COM Bullish on the US economy despite Covid and Trump
PCM Third Quarter 2020 Review 2020 Presidential Election I’ll start this quarter’s review with a topic of particular interest to the vast majority of readers: the upcoming 2020 Presidential Election. Market volatility is... PRESIDIOCM.COM PCM Third Quarter 2020 Review
Remember when this was a debate? "If you buy or own Tesla stock, be prepared for a wild ride," MONEY.CNN.COM What the smart money is saying about Tesla
If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates. FORBES.COM The Most Dangerous Age For Retirement
Did you know? The gender wage gap can have an impact on a woman’s preparation for retirement. We can help make sure you (or a special woman in your life) are prepared for what may lie ahead.
They’re called #year-end planning strategies. But you certainly don’t want to wait until the last few days of the year to buff up your #FinancialPlan. Here are some strategies and tactics to consider taking now. USATODAY.COM 5 financial moves you need to make before the end of 2020
The #pandemic seems to be driving a surge of #EarlyRetirements as businesses close or #downsize and older people weigh the health risks of continuing to work. Here are some thoughts on how you can avoid running out of money by avoiding hasty decisions. MARKETWATCH.COM What you can do if you find yourself suddenly retired
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire? THEBALANCE.COM Can You Get By on the Average Retirement Income?
There are billions in unclaimed dollars in the US. Is some of that yours? PRESIDIOCM.COM Surprise! You’ve Got Money!
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax PRESIDIOCM.COM How to Appeal Your Property Taxes
As complex as the details of taxes can be, the income tax process is fairly straightforward. PRESIDIOCM.COM How Income Taxes Work
Your financial future is calling. Develop a strategy for your investments today. PRESIDIOCM.COM The Cost of Procrastination
Don't forget to tune in bi-weekly on Thursday's! Next Episode is Thursday, February 18th at 11:00 AM PST! https://www.youtube.com/channel/UCUqScgW7QW8RhgRy5Vtdesw?view_as=subscriber
Retirement 101 17 hrs · Retirement 101 returns right in time for Spring 2021. The first class starts on February 16 in a new online and digital format delivered through Zoom. Do you have friends and family that you know would benefit from this class? Then share this post to a friend and family member to register and help someone begin their Retirement planning journey! Need a refresher? No problem, register below and we’ll digitally see you in class! TO REGISTER: FOLLOW THE LINK BELOW TO FILL OUT OUR ONLINE REGISTRATION FORM https://www.presidiocm.com/retirement-101 OR CALL: (858) 384-0270 #retirement #retirementplanning #retirementgoals #retirementplan #retirementlife
Complimentary Retirement101 Classes Via Zoom Are Back!! Retirement 101 returns right in time for Spring 2021. The first class starts on February 16 in a new online and digital format delivered through Zoom. Do you have friends and family that you know would benefit from this class? Then forward this email to a friend and family member to register and help someone begin their Retirement planning journey! Need a refresher? No problem, register below and we’ll digitally see you in class! TO REGISTER: FOLLOW THE LINK BELOW TO FILL OUT OUR ONLINE REGISTRATION FORM https://www.presidiocm.com/retirement-101 OR CALL: (858) 384-0270 #retirementincomeplanning #retirementfinancialplanning #retirement101 #retirementgoals #retire #relax PRESIDIOCM.COM Retirement 101
The Presidio Perspective Podcast is now on Instagram! Scan our nametag on your instagram app or follow the link and give us a follow. We have a lot of exciting stuff coming your way, don't miss out! https://www.instagram.com/presidioperspectivepodcast/
Join us LIVE today, February 4th, at 11:00 AM PDT for episode #4 of The Presidio Perspective Podcast! Dustin and Luke will be covering some very anticipated topics including MEME STOCK MANIA! We will be streaming from our YouTube channel, so be sure to choose the video that is "Live" on our page. If you do not see the LIVE video, please refresh your page right at 11. Follow the link below to be redirected to our YouTube channel, "Presidio Capital Management TV". We look forward to you joining us once again! https://bit.ly/3rf0XFz
📣 📣 📣 Don't forget! Tune in LIVE tomorrow at 11:00 AM PDT on the Presidio Capital Management TV Youtube channel. Be sure to refresh the page right at 11 if you can't see the live video on our channel, or follow the link right at 11. We hope you will join us for this much anticipated episode! https://bit.ly/3rf0XFz #PCMTV #finance #market #assetmanagement #wealthmanagement #FinanceNews #cryptocurrency #money #news #stocks #memestockmania

Information

Company name
Presidio Capital Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Presidio Capital Management in San Diego CA?
    You can reach them at: 858-461-4959. It’s best to call Presidio Capital Management during business hours.
  • What is the address for Presidio Capital Management on high bluff drive in San Diego?
    Presidio Capital Management is located at this address: 12626 High Bluff Drive San Diego, CA 92130.
  • What are Presidio Capital Management(San Diego, CA) store hours?
    Presidio Capital Management store hours are as follows: Mon-Thu: 9:00AM - 5:00PM, Fri: 9:00AM - 1:30PM, Sat-Sun: Closed.