Connect with Top-Rated Financial Planners in Coronado!

The Levacy Group is a family-run Investment Advisory firm specializing in portfolio administration, tax planning and estate preservation. We offer comprehensive financial services, including investment advisory services, tax planning, and estate planning. Our team of experts, led by Martha and Ron Levacy, has been serving clients in Coronado, California for over three decades. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, we strive to build long-term relationships with our clients.

At Parabolic Asset Management, our San Diego-based financial advisors provide expert investment management and financial planning services to help you grow and protect your wealth. We use unique asset allocation strategies to maximize returns and minimize losses, backed by over 25 years of traditional and hedge fund investment management experience. Our fee-only, fiduciary advisors prioritize your best interests, offering unbiased advice and cost-effective solutions to help you achieve your long-term financial goals. Alongside investment management, we also provide comprehensive financial planning to forecast and increase the probability of a successful and lasting retirement.