Encompass Financial Services
Identity
- Name
- Encompass Financial Services
- Formatted address
- 12636 High Bluff Dr #110, San Diego, CA 92130, USA
- Phone
- (858) 481-4844
- Website
- https://www.encompassfinancial.net/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=9051414851581002076&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| compensation_model | not-established | 1 | fresh |
|
Self-Claims
Firm Stated Facts
-
client_specializations: individuals and families
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
-
professional_certifications: CFP
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
-
professional_certifications: CPA
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
-
services_offered: financial planning
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
-
services_offered: investment management
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
-
services_offered: retirement planning
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
-
services_offered: tax preparation and planning services
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
client specializations: individual and businesse
Citation count: 2
- kingnewswire.com https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ independent
- zoominfo.com https://www.zoominfo.com/c/encompass-financial-services/461694009 independent
-
professional certifications: cfp
Citation count: 2
- california.beautihost.com https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html independent
- getwarmer.com https://www.getwarmer.com/firms/encompass-financial-services independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | ENCOMPASS FINANCIAL SERVICES, License #331597, CA | https://adviserinfo.sec.gov/firm/summary/331597 | registry_verified |
|
|
| categorized_as | Bank/Financial Services | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| categorized_as | Property tax consultant | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | json_ld_parsed |
|
|
| categorized_as | Tax preparer | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | json_ld_parsed |
|
|
| categorized_as | Lawyer | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| categorized_as | Accountant | https://nextdoor.com/pages/the-tax-lawyer-william-d-hartsock-tax-attorney-san-diego-ca/ | kept |
|
|
| categorized_as | LegalService | https://www.thetaxlawyer.com/irs-notices/cp14 | json_ld_parsed |
|
|
| categorized_as | Legal Service | https://www.thetaxlawyer.com/irs-notices/cp14 | kept |
|
|
| categorized_as | Attorney | https://www.thetaxlawyer.com/irs-notices/cp14 | kept |
|
|
| categorized_as | Activities Related to Credit Intermediation | https://www.dnb.com/business-directory/company-profiles.encompass_financial_services_inc.ebbbaa2b7a805566fe8c503472600740.html | kept |
|
|
| located_in | 30dde517-c0cb-4f8c-8d89-7edc51d559a6 | https://www.dnb.com/business-directory/company-profiles.encompass_financial_services_inc.ebbbaa2b7a805566fe8c503472600740.html | kept |
|
|
| located_in | d5b97f85-d3c3-4ef5-a8a9-1c9cfc902caa | https://www.encompass-financial.net/services | kept |
|
|
| categorized_as | Financial Service | https://www.encompass-financial.net/services | kept |
|
|
| categorized_as | FinancialService | https://www.encompassfp.com/ | kept |
|
|
| located_in | d6999c50-23f3-47c0-a6b8-d52f6ea3408d | https://www.encompassfp.com/ | kept |
|
|
| client_specializations | individuals and businesses | https://www.zoominfo.com/c/encompass-financial-services/461694009 | kept |
|
|
| services_offered | bookkeeping, payroll, tax preparation, and tax resolution | https://www.zoominfo.com/c/encompass-financial-services/461694009 | kept |
|
|
| categorized_as | Accounting for Legal Practices, Business Services | https://www.zoominfo.com/c/encompass-financial-services/461694009 | kept |
|
|
| categorized_as | Financial Planner | https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html | kept |
|
|
| categorized_as | Financial Advisor | https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html | kept |
|
|
| professional_certifications | CFP | https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html | kept |
|
|
| featured_on | 2e0fb4c3-92c3-491f-a2aa-42a33322d53b | https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html | kept |
|
|
| professional_certifications | CPA | https://encompassfinancial.net/taxes/ | kept |
|
|
| services_offered | tax preparation and planning services | https://encompassfinancial.net/taxes/ | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=financialservices&find_loc=San+Diego%2C+CA+92122 | kept |
|
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| categorized_as | Investing | https://www.yelp.com/search?cflt=financialservices&find_loc=San+Diego%2C+CA+92122 | kept |
|
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| categorized_as | Insurance | https://www.yelp.com/search?cflt=financialservices&find_loc=San+Diego%2C+CA+92122 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://encompassfinancial.net/ct_content_block/menu-block/ | kept |
|
|
| founded_by | d7803cdb-138a-418c-8e85-c951d43dc569 | https://www.digitaljournal.com/pr/news/binary-news-network/encompass-financial-services-expands-san-1601688502.html | kept |
|
|
| services_offered | retirement planning, investment management, estate planning, tax strategies, financial coaching, business financial consulting | https://www.digitaljournal.com/pr/news/binary-news-network/encompass-financial-services-expands-san-1601688502.html | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/directions/to/us/california/encompass-financial-services-781408174 | kept |
|
|
| located_in | 30dde517-c0cb-4f8c-8d89-7edc51d559a6 | https://reviews.birdeye.com/encompass-financial-services-inc-170128931405613 | kept |
|
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| categorized_as | Finance | https://reviews.birdeye.com/encompass-financial-services-inc-170128931405613 | kept |
|
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| services_offered | comprehensive personal and business services covering business bookkeeping, payroll, and tax services; personal and business tax services; personal and business insurance services; and personal and business financial services | https://reviews.birdeye.com/encompass-financial-services-inc-170128931405613 | kept |
|
|
| services_offered | retirement planning | https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ | kept |
|
|
| client_specializations | individuals and families | https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ | kept |
|
|
| services_offered | financial planning | https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ | kept |
|
|
| professional_certifications | CFP | https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ | kept |
|
|
| services_offered | investment management | https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/encompass-financial-331597/ | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-advisor-firm/california/san-diego/encompass-financial-331597/ | kept |
|
|
| regulatory_registration | registered or notice filed in California | https://indyfin.com/financial-advisor-firm/california/san-diego/encompass-financial-331597/ | kept |
|
|
| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/san-diego/encompass-financial-331597/ | json_ld_parsed |
|
|
| services_offered | Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops | https://indyfin.com/financial-advisor-firm/california/san-diego/encompass-financial-331597/ | kept |
|
|
| categorized_as | financial advisor | https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ | kept |
|
|
| services_offered | financial planning, investment management, wealth-building strategies, retirement planning, tax-efficient investing, estate planning, risk management, financial coaching | https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ | kept |
|
|
| client_specializations | individuals and businesses | https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ | kept |
|
|
| founded_by | d7803cdb-138a-418c-8e85-c951d43dc569 | https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | kept |
|
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| client_specializations | high net-worth clients | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | json_ld_parsed |
|
|
| services_offered | income tax preparation, financial planning, investment advisory, estate planning | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | kept |
|
|
| categorized_as | Financial | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | kept |
|
|
| professional_certifications | CPA, CFP | https://patch.com/california/san-diego/business/listing/507987/encompass-financial-services | kept |
|
|
| client_specializations | individuals and families | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | json_ld_parsed |
|
|
| services_offered | investments, retirement planning, and wealth management | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | json_ld_parsed |
|
|
| categorized_as | financial planning firm | https://www.mapquest.com/us/california/encompass-financial-services-781408174 | kept |
|
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| located_in | e844598d-18d9-400c-95b5-68bf8852c5be | https://system.privco.com/company/encompass-financial-services-2 | kept |
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| categorized_as | real estate industry | https://system.privco.com/company/encompass-financial-services-2 | kept |
|
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| compensation_model | Fee-only | https://www.getwarmer.com/firms/encompass-financial-services | kept |
|
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| services_offered | financial planning, investment management, and consulting services | https://www.getwarmer.com/firms/encompass-financial-services | kept |
|
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| years_in_practice | 23 years of industry experience | https://www.getwarmer.com/firms/encompass-financial-services | kept |
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| client_specializations | individuals, trusts, estates, charitable organizations, corporations, and pension plans | https://www.getwarmer.com/firms/encompass-financial-services | kept |
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| professional_certifications | CFP® | https://www.getwarmer.com/firms/encompass-financial-services | kept |
|
|
| categorized_as | FinancialService | https://www.getwarmer.com/firms/encompass-financial-services | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.getwarmer.com/firms/encompass-financial-services | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.getwarmer.com/firms/encompass-financial-services | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.getwarmer.com/firms/encompass-financial-services | json_ld_parsed |
|
|
| services_offered | Real Estate Brokerage, Appraisals and Valuation, Investment Advisory, Small Business Consulting, Marketing and Branding, Farm and Property Management, Business Valuation and Brokerage, Sustainability Planning | https://www.linkedin.com/company/encompass-financial-services-inc. | kept |
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| client_specializations | commercial, agricultural and residential markets | https://www.linkedin.com/company/encompass-financial-services-inc. | kept |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
Self-asserted.
-
cfp_certification: CPA
claimed_unverified
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
Self-asserted.
-
investment_adviser_registration: ENCOMPASS FINANCIAL SERVICES, License #331597, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 6
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
- california.beautihost.com https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html independent
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
- kingnewswire.com https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ independent
- getwarmer.com https://www.getwarmer.com/firms/encompass-financial-services independent
- zoominfo.com https://www.zoominfo.com/c/encompass-financial-services/461694009 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
- california.beautihost.com https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html independent
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
- kingnewswire.com https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ independent
- getwarmer.com https://www.getwarmer.com/firms/encompass-financial-services independent
- zoominfo.com https://www.zoominfo.com/c/encompass-financial-services/461694009 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
- california.beautihost.com https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html independent
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
- kingnewswire.com https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ independent
- getwarmer.com https://www.getwarmer.com/firms/encompass-financial-services independent
- zoominfo.com https://www.zoominfo.com/c/encompass-financial-services/461694009 independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/331597 independent
- california.beautihost.com https://california.beautihost.com/top-15-financial-advisors-insan-diego-ca.html independent
- encompassfinancial.net https://encompassfinancial.net/how-to-choose-the-right-certified-financial-planner-near-me-in-san-diego/ self-published
- encompassfinancial.net https://encompassfinancial.net/taxes/ self-published
- kingnewswire.com https://kingnewswire.com/encompass-financial-services-launches-in-san-diego-bringing-expert-financial-guidance-and-wealth-management-solutions-25013023173/ independent
- getwarmer.com https://www.getwarmer.com/firms/encompass-financial-services independent
- zoominfo.com https://www.zoominfo.com/c/encompass-financial-services/461694009 independent