Why Vector Financial Solutions?
Investments can get complicated, especially when you have many different goals in mind. Our job is to explain your options to you in a clear, straightforward way that leaves nothing out. We are committed to respectful communication that helps you make the best financial decisions possible.
Our strategies are well-researched. Advanced screening techniques and tools are used with your specific goals in mind. While no one can guarantee results, careful investment selection does matter. We strive to understand the complex details of every investment we recommend from expense ratios to philosophy to past performance.
Some advisors have limited access to only those products their company offers or they may have an incentive to use one product over another. We have the licenses and qualifications to offer a broad range of investments and are committed to only offering strategies that are suitable to your unique situation.
Our mission at Vector is to help business owners and executives, retirees, divorcees and people managing inheritances make smarter financial decisions by finding the right investment and insurance solutions for their unique situations. Every strategy we recommend is well researched and objective. We bring extensive experience as well as some of the finest industry tools and technology available to the task of guiding clients and friends to improved financial outcomes.
Areas We Serve
30 miles northeast of Downtown San Diego, California
The site of California State University San Marcos
In the northern hills of the city of San Diego, California
Near the communities of Sabre Springs, Scripps Ranch, Rancho Peñasquitos, and Ramona
Just east of the Santa Fe Valley in the North County Inland area of San Diego
Near Encinitas, Solana Beach and Del Mar within the San Diego metropolitan area
From the Blog
How Restricted Stock is Taxed: The 83b Tax Election Could Save You Thousands
by David Wils, CFP® September 18, 2018
How Restricted Stock is Taxed: The 83b Tax Election Could Save You Thousands It can be a thrill when a job offer letter includes a grant of restricted company stock. Often it means the company considers you quite a catch and is trying to sweeten the deal any way they can. Many people […]
RSA vs RSU : The Difference Between Restricted Stock Awards and Restricted Stock Units
by David Wils, CFP® August 30, 2018
RSA vs RSU : The Difference Between Restricted Stock Awards and Restricted Stock Units If you’ve ever been offered a mid to high level position in a company you’ve likely heard of restricted stock awards and restricted stock units. But what is the difference between an RSA and an RSU? What is […]
Self Directed IRA vs 401k : The Puzzle of the 401k Rollover
by David Wils, CFP® August 21, 2018
Self Directed IRA vs 401k : The Puzzle of the 401k Rollover We’ve all been there. You’ve finally decided to leave the job that’s been driving you crazy. Maybe you found something better? Maybe you’re retiring? Your boxes are packed and you’re headed out of the office for the last time. Everything is […]