Trajan Wealth Advisors Can Help
Nearby Offices
San Diego, California
2305 Historic Decatur Rd Suite 100San Diego, California 92106
Visit Us In San Diego, California
From I-5 South or I-8 West:
- Exit onto Camino del Rio W.
- Continue straight onto Rosecrans St.
- Use the left 2 lanes to turn left onto Womble Rd.
- Pass Historic Decatur Rd.
- Turn right into the parking lot.
Business Hours
8 AM - 5 PM EST, Monday- FridayPhone
(800) 838-3079© 2026 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Any examples given are strictly hypothetical. Your results may differ. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.
Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax LLC.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.
Newsweek’s Top Financial Advisory Firms 2025 and 2026 (Received November 19th, 2024, and November 14th, 2025). Licensing fees are paid post-award for the use of the ranking.
