Traction Wealth Management

Traction Wealth Management is a fee-only fiduciary financial planning firm established in 2018 in sunny San Diego, California. TWM's Certified Financial Planners offers a comprehensive suite of financial services to clients across the United States. Their dedicated team, led by Brandon Sussman, CFP®, stands behind their mission to empower individuals to achieve financial stability and freedom. By creating customized financial plans that encompass risk management, wealth creation, tax strategies, estate planning, and retirement income distribution planning, Traction Wealth Management provides holistic solutions under one roof, ensuring clients live life unburdened by financial concerns.

Located at 4438 Ingraham St #2002, San Diego, CA 92109, Traction Wealth Management operates as a financial advisor serving San Diego in California. This page gathers the practical details people usually look for before visiting: where it is, how to reach it, when it opens and how customers rate it. Besides its main category, the business also describes itself as financial planner, investment service, so it may cover more than the name suggests.

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The business lists hours on 5 days of the week. The most common schedule is 8 am–5 pm. Note that it does not open on Saturday, Sunday. As with most places, expect changes around holidays; the phone number below is the fastest way to confirm. The listed phone number is (619) 302-8303. Many businesses also reply to text messages on the same number if it is a cell phone. More information is available on its website, traction-wealth.com.

On Google it holds a rating of 5.0 out of 5 from 61 reviews, which is a strong result for a financial advisor in San Diego and suggests consistent service.

San Diego is in California, on the West Coast, where the climate ranges from foggy coast to hot inland valleys, wildfire season can affect air quality in late summer, and traffic is the main thing to plan around. US addresses list the street number and name, then the city, state abbreviation and ZIP code, and San Diego follows the same pattern; a suite or apartment number such as Ste 200 refers to a unit inside the building. The map link on this page shows the exact spot.

Looking for alternatives? Browse all financial advisors & mortgage brokers in San Diego or explore other categories in the area from the links below. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.