Financial Advisors · profile RIA · registry-verified

Focused Mission Financial

Registered investment adviser · San Diego, CA

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

Address
11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA · View on Google Maps Google Places
Phone
(619) 279-5002 Google Places
Website
www.focusedmissionfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (17)
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
How they're paid Self-claimed 1 focusedmissionfinancial.comSelf-published plannersearch.orgIndependent editorial

1 fact·2 sources·0 contested·1 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.

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, cafin.beautihost.comAggregatedfocusedmissionfinancial.comSelf-publishedrocketreach.coAggregatedbizprofile.netAggregatedindyfin.comAggregatedplannersearch.orgIndependent editoriallocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated
Years in practice
Since 2015yelp.comAggregated
Registration
Registered investment advisor in the State of California · registered · FOCUSED MISSION FINANCIAL, License #322953, CAfocusedmissionfinancial.comSelf-publishedindyfin.comAggregatedadviserinfo.sec.govIndependent editorial
Professional certifications
CFP, CFA · Certified Financial Planner · Certified Financial Planner (CFP) · CFPfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedplannersearch.orgIndependent editorialfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-published
Services
financial planning, investment management · financial planning, tax planning · wealth planning, retirement planning · financial consultationfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedlocal.yahoo.comAggregatedmapquest.comAggregatednapfa.orgIndependent editorialfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-published
Who they work with
businesses and individuals · self-employed professionals, business owners, retirees, clients with equity-compensation, widows/widowers, and high-income professionals · business owners, entrepreneurs · business owners, podcasters, corporationsfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-published
How they invest
grounded in empirical data and academic research · empirical data and academic researchfocusedmissionfinancial.comSelf-publishedmapquest.comAggregated
How they're paid
fee-onlyfocusedmissionfinancial.comSelf-publishedplannersearch.orgIndependent 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.

Matt launched FMF in 2022
focusedmissionfinancial.com Self-published ·
Address: 🏡 11440 W Bernardo Ct STE 300, San Diego, CA 92127
fin.beautihost.com Aggregated ·
Focused Mission Financial is a Financial Services company located in San Diego, California
rocketreach.co Aggregated ·
Focused Mission Financial LLC is a business entity based in San Diego, CA.
bizprofile.net Aggregated ·
The firm is currently registered or notice filed in state(s) to provide advisory services to clients of state(s)
indyfin.com Aggregated ·
Whether you’re running a business, managing equity compensation, planning for retirement, or simply want a cohesive wealth strategy, FMF is built to help you
plannersearch.org Independent editorial ·
Focused Mission Financial, a(n) Financial Consulting business in San Diego, CA
local.yahoo.com Aggregated ·
Focused Mission Financial is a San Diego-based financial planning and investment management firm
mapquest.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 64 mentions across the web and boiled them down to 41 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 41 confirmed facts · 64 mentions read
Fact Value Source Source date How we checked
Category Finance industry fin.beautihost.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category Financial Consulting local.yahoo.comAggregated Verified
Category Financial Planner facebook.comSelf-published social Verified
Category Financial service local.yahoo.comAggregated From page metadata
Category Financial Services · 2 sources rocketreach.coAggregatedbizprofile.netAggregated Verified
Category Investing Service facebook.comSelf-published social Verified
Category personal financial planning and investment management firm napfa.orgIndependent editorial Verified
Category registered investment advisor focusedmissionfinancial.comSelf-published Verified
Founded by matt focusedmissionfinancial.comSelf-published Verified
Founded by matt ryan · 2 sources rocketreach.coAggregatedplannersearch.orgIndependent editorial Verified
How they invest empirical data and academic research mapquest.comAggregated Verified
How they invest grounded in empirical data and academic research focusedmissionfinancial.comSelf-published Verified
How they're paid fee-only · 2 sources focusedmissionfinancial.comSelf-publishedplannersearch.orgIndependent editorial Verified
Main location ca · 3 sources focusedmissionfinancial.comSelf-publishedlocal.yahoo.comAggregatedmapquest.comAggregated From page metadata
Main location san diego, ca · 9 sources fin.beautihost.comAggregatedfocusedmissionfinancial.comSelf-publishedrocketreach.coAggregatedbizprofile.netAggregatedindyfin.comAggregatedplannersearch.orgIndependent editoriallocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Main location us · 2 sources focusedmissionfinancial.comSelf-publishedmapquest.comAggregated From page metadata
Professional certifications Certified Financial Planner focusedmissionfinancial.comSelf-published Verified
Professional certifications Certified Financial Planner (CFP) focusedmissionfinancial.comSelf-published Verified
Professional certifications CFA, CFP yelp.comAggregated Verified
Professional certifications CFP · 2 sources focusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-published Verified
Professional certifications CFP, CFA · 4 sources focusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedplannersearch.orgIndependent editorial Verified
Registration FOCUSED MISSION FINANCIAL, License #322953, CA adviserinfo.sec.govIndependent editorial Registry-verified
Registration registered indyfin.comAggregated Verified
Registration Registered investment advisor in the State of California focusedmissionfinancial.comSelf-published Verified
Services comprehensive financial planning focusedmissionfinancial.comSelf-published Verified
Services financial consultation focusedmissionfinancial.comSelf-published Verified
Services financial planning, investment management · 5 sources focusedmissionfinancial.comSelf-publishedfocusedmissionfinancial.comSelf-publishedlocal.yahoo.comAggregatedmapquest.comAggregatednapfa.orgIndependent editorial Verified
Services financial planning, tax planning focusedmissionfinancial.comSelf-published Verified
Services hourly financial planning focusedmissionfinancial.comSelf-published Verified
Services personal financial planning, investment management · 2 sources rocketreach.coAggregatedfacebook.comSelf-published social Verified
Services retirement planning focusedmissionfinancial.comSelf-published Verified
Services tax planning focusedmissionfinancial.comSelf-published Verified
Services wealth management, financial planning, retirement planning, equity compensation management plannersearch.orgIndependent editorial Verified
Services wealth planning, retirement planning focusedmissionfinancial.comSelf-published Verified
Who they work with business owners, entrepreneurs focusedmissionfinancial.comSelf-published Verified
Who they work with business owners, podcasters, corporations focusedmissionfinancial.comSelf-published Verified
Who they work with businesses and individuals focusedmissionfinancial.comSelf-published Verified
Who they work with self-employed professionals, business owners, and high-income earners plannersearch.orgIndependent editorial Verified
Who they work with self-employed professionals, business owners, retirees, clients with equity-compensation, widows/widowers, and high-income professionals focusedmissionfinancial.comSelf-published Verified
Years in practice Since 2015 yelp.comAggregated 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

Self-asserted

5 · from the firm's own materials · unverified

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 statusNothing public to confirm this Nothing public to confirm this
  • — 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
6
Data refreshed
Compiled
Mentions → facts
64 → 41
Aggregated Self-published Independent editorial

Sources consulted

Profile · focused-mission-financial-a2838fa0da0a4612a6e4c71acc22b7e6 Category · Financial Advisors Published by Authoria