Financial Advisors · profile RIA · registry-verified

Copley Financial Group, Inc.

Registered investment adviser · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
2650 Camino Del Rio N Suite #350, San Diego, CA 92108, USA · View on Google Maps Google Places
Phone
(619) 294-6008 Google Places
Website
financialplannersandiego.com Google Places
Category
Financial Advisors
Directory ratings
  • chamberofcommerce.com5 (45)
  • Google4.8 (81)
  • reviews.birdeye.com4.8 (83)
  • yellowpages.com5 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 1 facebook.comSelf-published social financehq.comIndependent editorial financialplannersandiego.comSelf-published pillarwm.comAggregated yelp.comAggregated zoominfo.comAggregated
How they're paid Self-claimed 1 facebook.comSelf-published social financestrategists.comIndependent editorial threebestrated.comAggregated yelp.comAggregated

2 facts·8 sources·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, cayelp.comAggregatedfinancehq.comIndependent editorialsec.govIndependent editorialcalifornia.beautihost.comAggregatedfin.beautihost.comAggregatedchamberofcommerce.comAggregatedfinancialplannersandiego.comSelf-publishedfinancialplannersandiego.comSelf-publishedfacebook.comSelf-published socialseniorfinanceadvisor.comAggregatedyellowpages.comAggregatedreviews.birdeye.comAggregatedbbb.orgAggregatedthreebestrated.comAggregatedcrunchbase.comAggregatedfinancialplannersandiego.comSelf-publishedlinkedin.comSelf-published social
Established in
2014crunchbase.comAggregated
Years in practice
over 30 years · over 25 years · 15 years · 12 yearspillarwm.comAggregatedfinancialplannersandiego.comSelf-publishedreviews.birdeye.comAggregatedbbb.orgAggregated
Registration
COPLEY FINANCIAL GROUP, INC., License #283070, CA · Registered Investment Advisor · Registered Investment Advisory Firm · registered investment adviseradviserinfo.sec.govIndependent editorialfinancehq.comIndependent editorialseniorfinanceadvisor.comAggregatedfinancestrategists.comIndependent editorialunbiased.comAggregated
Services
retirement planning, wealth management, and financial planning services · financial planning, wealth management, tax reducing strategies, and social security maximization · Retirement planning, wealth management, and integrated planning · wealth management, retirement planning, and investment managementfinancialplannersandiego.comSelf-publishedyelp.comAggregatedfinancehq.comIndependent editorialpillarwm.comAggregatedzoominfo.comAggregated
Who they work with
helping clients achieve a happy and secure retirement · Individuals and families nearing or already in retirement · individuals and families that are nearing or already enjoying retirement · individuals and families nearing or enjoying retirementyelp.comAggregatedfinancehq.comIndependent editorialchamberofcommerce.comAggregatedyellowpages.comAggregatedfinancialplannersandiego.comSelf-publishedlinkedin.comSelf-published socialfacebook.comSelf-published social
How they invest
fundamental and technical analysisunbiased.comAggregated
How they're paid
fee-only · fee-basedyelp.comAggregatedfacebook.comSelf-published socialthreebestrated.comAggregatedfinancestrategists.comIndependent editorial
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Matthew Copley and his team of financial advisors pride themselves in providing retirement planning, wealth management, and financial planning services to the people of San Diego, CA
financialplannersandiego.com Self-published ·
specializes in helping clients achieve a happy and secure retirement
yelp.com Aggregated ·
offers a range of financial advisory services to individuals and families nearing or already in retirement.
financehq.com Independent editorial ·
Discover a vast selection of obsolete and hard-to-find parts at Legacy Part.
legacypart.com Independent editorial ·
As fiduciaries, they are legally and ethically bound to act in their clients’ best interests.
pillarwm.com Aggregated ·
Tax Consultants,Financial Advisory Services
wikizer.com Aggregated ·
BUSINESS ADDRESS: STREET 1: 2650 CAMINO DEL RIO N #350 CITY: SAN DIEGO STATE: CA ZIP: 92108
sec.gov Independent editorial ·
Where is Copley Financial Group, Inc. 🏡? 2650 Camino Del Rio N Suite #350, San Diego, CA 92108
california.beautihost.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 112 mentions across the web and boiled them down to 63 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 63 confirmed facts · 112 mentions read
Fact Value Source Source date How we checked
Category electronic repair services legacypart.comIndependent editorial Verified
Category Finance industry fin.beautihost.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category financial advisor unbiased.comAggregated Verified
Category Financial Advisory Services wikizer.comAggregated Verified
Category Financial Planning Consultants yellowpages.comAggregated Verified
Category Financial Services · 2 sources reviews.birdeye.comAggregatedthreebestrated.comAggregated Verified
Category http://schema.org/LocalBusiness · 2 sources wikizer.comAggregatedyellowpages.comAggregated From page metadata
Category Investment Advisor Firm financehq.comIndependent editorial Verified
Category retirement planning company · 5 sources pillarwm.comAggregatedchamberofcommerce.comAggregatedfinancialplannersandiego.comSelf-publishedlinkedin.comSelf-published socialzoominfo.comAggregated Verified
Category Retirement Planning Services bbb.orgAggregated Verified
Category Tax Consultants wikizer.comAggregated Verified
Established in 2014 crunchbase.comAggregated Verified
Fiduciary status bound legally and ethically to act in your best interests financialplannersandiego.comSelf-published Verified
Fiduciary status committed to acting in the best interests of its clients as a fiduciary zoominfo.comAggregated Verified
Fiduciary status fiduciary · 4 sources yelp.comAggregatedfinancehq.comIndependent editorialpillarwm.comAggregatedfacebook.comSelf-published social Verified
Has review count 1 yellowpages.comAggregated From page metadata
Has review count 45 chamberofcommerce.comAggregated From page metadata
Has review count 83 reviews.birdeye.comAggregated From page metadata
How they invest fundamental and technical analysis unbiased.comAggregated Verified
How they're paid fee-based · 2 sources threebestrated.comAggregatedfinancestrategists.comIndependent editorial Verified
How they're paid fee-only · 2 sources yelp.comAggregatedfacebook.comSelf-published social Verified
Known for obsolete and hard-to-find parts legacypart.comIndependent editorial Verified
Main location ca · 7 sources · 9 mentions wikizer.comAggregatedchamberofcommerce.comAggregatedyellowpages.comAggregatedmoney.usnews.comIndependent editorialreviews.birdeye.comAggregatedbbb.orgAggregatedlinkedin.comSelf-published social Verified
Main location great neck, ny financialplannersandiego.comSelf-published Verified
Main location hicksville, ny financestrategists.comIndependent editorial Verified
Main location san diego, ca · 17 sources yelp.comAggregatedfinancehq.comIndependent editorialsec.govIndependent editorialcalifornia.beautihost.comAggregatedfin.beautihost.comAggregatedchamberofcommerce.comAggregatedfinancialplannersandiego.comSelf-publishedfinancialplannersandiego.comSelf-publishedfacebook.comSelf-published socialseniorfinanceadvisor.comAggregatedyellowpages.comAggregatedreviews.birdeye.comAggregatedbbb.orgAggregatedthreebestrated.comAggregatedcrunchbase.comAggregatedfinancialplannersandiego.comSelf-publishedlinkedin.comSelf-published social Verified
Main location us · 6 sources wikizer.comAggregatedchamberofcommerce.comAggregatedyellowpages.comAggregatedreviews.birdeye.comAggregatedbbb.orgAggregatedlinkedin.comSelf-published social From page metadata
Rating 4.8 reviews.birdeye.comAggregated From page metadata
Rating 5 · 2 sources chamberofcommerce.comAggregatedyellowpages.comAggregated From page metadata
Registration COPLEY FINANCIAL GROUP, INC., License #283070, CA adviserinfo.sec.govIndependent editorial Not dated Registry-verified
Registration registered investment adviser unbiased.comAggregated Verified
Registration Registered Investment Advisor financehq.comIndependent editorial Verified
Registration Registered Investment Advisory Firm · 2 sources seniorfinanceadvisor.comAggregatedfinancestrategists.comIndependent editorial Verified
Services asset management services unbiased.comAggregated Verified
Services comprehensive financial planning, investment management, and retirement planning financestrategists.comIndependent editorial Verified
Services financial planning, investment management, budgeting guidance, assistance with medicare, retirement planning, and estate planning financialplannersandiego.comSelf-published Verified
Services financial planning, wealth management, tax reducing strategies, and social security maximization yelp.comAggregated Verified
Services legacy and retirement planning solutions facebook.comSelf-published social Verified
Services legacy planning chamberofcommerce.comAggregated Verified
Services portfolio management, selection of other advisers seniorfinanceadvisor.comAggregated Verified
Services retirement planning · 2 sources chamberofcommerce.comAggregatedfinancialplannersandiego.comSelf-published Verified
Services retirement planning, financial planning · 2 sources financialplannersandiego.comSelf-publishedfinancialplannersandiego.comSelf-published Verified
Services retirement planning, wealth management, and financial planning services financialplannersandiego.comSelf-published Verified
Services Retirement planning, wealth management, and integrated planning financehq.comIndependent editorial Verified
Services Retirement Planning, Wealth Management, Legacy Planning, Social Security Maximization, Tax Planning Solutions, Financial Planning, Investment Management yellowpages.comAggregated Verified
Services Tax Consultants, Financial Advisory Services wikizer.comAggregated Verified
Services Wealth Management, Estate and Legacy Strategies, Employee Stock Options, Retirement Income Strategies, Retirement Savings Strategies, Divorce Finances, Insurance and Annuities threebestrated.comAggregated Verified
Services wealth management, retirement planning, and investment management · 2 sources pillarwm.comAggregatedzoominfo.comAggregated Verified
Services wealth management, retirement planning, investment management bbb.orgAggregated Verified
Services wealth management, tax planning solutions, investment management, retirement planning services crunchbase.comAggregated Verified
Who they work with helping clients achieve a happy and secure retirement yelp.comAggregated Verified
Who they work with individuals and families approaching or enjoying retirement zoominfo.comAggregated Verified
Who they work with Individuals and families nearing or already in retirement financehq.comIndependent editorial Verified
Who they work with individuals and families nearing or enjoying retirement facebook.comSelf-published social Verified
Who they work with individuals and families that are nearing or already enjoying retirement · 4 sources chamberofcommerce.comAggregatedyellowpages.comAggregatedfinancialplannersandiego.comSelf-publishedlinkedin.comSelf-published social Verified
Who they work with individuals, high net worth individuals financestrategists.comIndependent editorial Verified
Who they work with individuals, small businesses seniorfinanceadvisor.comAggregated Verified
Who they work with retirees and pre-retirees reviews.birdeye.comAggregated Verified
Years in practice 12 years bbb.orgAggregated Verified
Years in practice 15 years reviews.birdeye.comAggregated Verified
Years in practice over 25 years financialplannersandiego.comSelf-published Verified
Years in practice over 30 years · 2 sources pillarwm.comAggregatedfinancialplannersandiego.comSelf-published Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
12
Data refreshed
Compiled
Mentions → facts
112 → 63
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · copley-financial-group-inc-7fc4c26e5e0648e0a28199e70dcf94cf Category · Financial Advisors Published by Authoria