Focused Mission Financial
Identity
- Name
- Focused Mission Financial
- Formatted address
- 11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA
- Phone
- (619) 279-5002
- Website
- http://www.focusedmissionfinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=10720126223964610923&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| compensation_model | not-established | 1 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: LocalBusiness
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
-
categorized_as: registered investment advisor
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
-
client_specializations: business owners, entrepreneurs
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
-
client_specializations: business owners, podcasters, corporations
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
-
client_specializations: businesses and individuals
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
-
client_specializations: self-employed professionals, business owners, retirees, clients with equity-compensation, widows/widowers, and high-income professionals
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
-
compensation_model: fee-only
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
-
professional_certifications: Certified Financial Planner (CFP)
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
-
professional_certifications: Certified Financial Planner
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
-
professional_certifications: CFP, CFA
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
-
professional_certifications: CFP, CFA
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
-
professional_certifications: CFP, CFA
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
-
professional_certifications: CFP
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
-
professional_certifications: CFP
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
-
regulatory_registration: Registered investment advisor in the State of California
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
-
services_offered: comprehensive financial planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
-
services_offered: financial consultation
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
-
services_offered: financial planning, investment management
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
-
services_offered: financial planning, investment management
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
-
services_offered: financial planning, tax planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
-
services_offered: hourly financial planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
-
services_offered: retirement planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
-
services_offered: tax planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
-
services_offered: wealth planning, retirement planning
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
Performance Claims
-
investment_methodology: grounded in empirical data and academic research
Self-described; not endorsed.
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
Themed Claims
-
services offered: financial plan investment management
Citation count: 3
- local.yahoo.com https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 independent
- mapquest.com https://www.mapquest.com/us/california/focused-mission-financial-520556122 independent
- napfa.org https://www.napfa.org/member/33475/4481 independent
-
services offered: personal financial plan investment management
Citation count: 2
- facebook.com https://www.facebook.com/FocusedMissionFinancial/ independent
- rocketreach.co https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| services_offered | financial planning, investment management | https://www.focusedmissionfinancial.com/book-a-call | kept |
|
|
| professional_certifications | CFP, CFA | https://www.focusedmissionfinancial.com/book-a-call | kept |
|
|
| services_offered | financial consultation | https://www.focusedmissionfinancial.com/contact-us-1 | kept |
|
|
| professional_certifications | Certified Financial Planner (CFP) | https://www.focusedmissionfinancial.com/contact-us-1 | kept |
|
|
| categorized_as | registered investment advisor | https://www.focusedmissionfinancial.com/disclosures | kept |
|
|
| regulatory_registration | Registered investment advisor in the State of California | https://www.focusedmissionfinancial.com/disclosures | kept |
|
|
| professional_certifications | CFP | https://www.focusedmissionfinancial.com/financial-planning | kept |
|
|
| services_offered | comprehensive financial planning | https://www.focusedmissionfinancial.com/financial-planning | kept |
|
|
| compensation_model | fee-only | https://www.focusedmissionfinancial.com/financial-planning | kept |
|
|
| services_offered | hourly financial planning | https://www.focusedmissionfinancial.com/financial-planning | kept |
|
|
| services_offered | tax planning | https://www.focusedmissionfinancial.com/x | kept |
|
|
| professional_certifications | CFP | https://www.focusedmissionfinancial.com/x | kept |
|
|
| client_specializations | business owners, podcasters, corporations | https://www.focusedmissionfinancial.com/x | kept |
|
|
| services_offered | retirement planning | https://www.focusedmissionfinancial.com/x | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 | kept |
|
|
| categorized_as | Financial Services | https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 | kept |
|
|
| services_offered | personal financial planning, investment management | https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 | kept |
|
|
| founded_by | c40ad759-df38-4906-a75c-017f58fa9e16 | https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bizprofile.net/ca/san-diego/focused-mission-financial-llc | kept |
|
|
| categorized_as | Financial Services | https://www.bizprofile.net/ca/san-diego/focused-mission-financial-llc | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://fin.beautihost.com/california/?agency=focused+mission+financial+ca | kept |
|
|
| categorized_as | Finance industry | https://fin.beautihost.com/california/?agency=focused+mission+financial+ca | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-firm-branches/focused-mission-322953/california/san-diego/advisors/ | kept |
|
|
| regulatory_registration | registered | https://indyfin.com/financial-firm-branches/focused-mission-322953/california/san-diego/advisors/ | kept |
|
|
| founded_by | b294d230-f0f3-40d7-8e8b-3a0eb2a948db | https://www.focusedmissionfinancial.com/about-us | kept |
|
|
| professional_certifications | CFP, CFA | https://www.focusedmissionfinancial.com/about-us | kept |
|
|
| client_specializations | self-employed professionals, business owners, retirees, clients with equity-compensation, widows/widowers, and high-income professionals | https://www.focusedmissionfinancial.com/matt-ryan | kept |
|
|
| services_offered | financial planning, tax planning | https://www.focusedmissionfinancial.com/matt-ryan | kept |
|
|
| professional_certifications | CFP, CFA | https://www.focusedmissionfinancial.com/matt-ryan | kept |
|
|
| services_offered | wealth management, financial planning, retirement planning, equity compensation management | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| founded_by | c40ad759-df38-4906-a75c-017f58fa9e16 | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| compensation_model | fee-only | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| professional_certifications | CFP, CFA | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| client_specializations | self-employed professionals, business owners, and high-income earners | https://www.plannersearch.org/financial-advisor/matt-r-ryan | kept |
|
|
| regulatory_registration | FOCUSED MISSION FINANCIAL, License #322953, CA | https://adviserinfo.sec.gov/firm/summary/322953 | registry_verified |
|
|
| services_offered | financial planning, investment management | https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 | kept |
|
|
| categorized_as | Financial Consulting | https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 | json_ld_parsed |
|
|
| services_offered | personal financial planning, investment management | https://www.facebook.com/FocusedMissionFinancial/ | kept |
|
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| categorized_as | Investing Service | https://www.facebook.com/FocusedMissionFinancial/ | kept |
|
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| categorized_as | Financial Planner | https://www.facebook.com/FocusedMissionFinancial/ | kept |
|
|
| professional_certifications | Certified Financial Planner | https://www.focusedmissionfinancial.com | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.focusedmissionfinancial.com | kept |
|
|
| client_specializations | business owners, entrepreneurs | https://www.focusedmissionfinancial.com | kept |
|
|
| categorized_as | LocalBusiness | https://www.focusedmissionfinancial.com | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.focusedmissionfinancial.com | json_ld_parsed |
|
|
| services_offered | wealth planning, retirement planning | https://www.focusedmissionfinancial.com | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.focusedmissionfinancial.com | json_ld_parsed |
|
|
| services_offered | financial planning, investment management | https://www.focusedmissionfinancial.com/home | kept |
|
|
| investment_methodology | grounded in empirical data and academic research | https://www.focusedmissionfinancial.com/home | kept |
|
|
| client_specializations | businesses and individuals | https://www.focusedmissionfinancial.com/home | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | json_ld_parsed |
|
|
| services_offered | financial planning, investment management | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | json_ld_parsed |
|
|
| investment_methodology | empirical data and academic research | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/focused-mission-financial-520556122 | kept |
|
|
| services_offered | financial planning, investment management | https://www.napfa.org/member/33475/4481 | kept |
|
|
| categorized_as | personal financial planning and investment management firm | https://www.napfa.org/member/33475/4481 | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/focused-mission-financial-san-diego | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/focused-mission-financial-san-diego | kept |
|
|
| years_in_practice | Since 2015 | https://www.yelp.com/biz/focused-mission-financial-san-diego | kept |
|
|
| professional_certifications | CFA, CFP | https://www.yelp.com/biz/focused-mission-financial-san-diego | kept |
|
Credentials
-
cfp_certification: Certified Financial Planner (CFP)
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
Self-asserted.
-
cfp_certification: Certified Financial Planner
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
Self-asserted.
-
cfp_certification: CFP, CFA
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
Self-asserted.
-
cfp_certification: CFP, CFA
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
Self-asserted.
-
cfp_certification: CFP, CFA
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
Self-asserted.
-
investment_adviser_registration: FOCUSED MISSION FINANCIAL, License #322953, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
-
investment_adviser_registration: Registered investment advisor in the State of California
claimed_unverified
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 8
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
- local.yahoo.com https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 independent
- rocketreach.co https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 independent
- facebook.com https://www.facebook.com/FocusedMissionFinancial/ independent
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
- mapquest.com https://www.mapquest.com/us/california/focused-mission-financial-520556122 independent
- napfa.org https://www.napfa.org/member/33475/4481 independent
- plannersearch.org https://www.plannersearch.org/financial-advisor/matt-r-ryan independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
- local.yahoo.com https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 independent
- rocketreach.co https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 independent
- facebook.com https://www.facebook.com/FocusedMissionFinancial/ independent
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
- mapquest.com https://www.mapquest.com/us/california/focused-mission-financial-520556122 independent
- napfa.org https://www.napfa.org/member/33475/4481 independent
- plannersearch.org https://www.plannersearch.org/financial-advisor/matt-r-ryan independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
- local.yahoo.com https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 independent
- rocketreach.co https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 independent
- facebook.com https://www.facebook.com/FocusedMissionFinancial/ independent
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
- mapquest.com https://www.mapquest.com/us/california/focused-mission-financial-520556122 independent
- napfa.org https://www.napfa.org/member/33475/4481 independent
- plannersearch.org https://www.plannersearch.org/financial-advisor/matt-r-ryan independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/322953 independent
- local.yahoo.com https://local.yahoo.com/info-233015771-Focused-Mission-Financial/?p=Focused+Mission+Financial&selectedId=233015771&ei=UTF-8 independent
- rocketreach.co https://rocketreach.co/focused-mission-financial-profile_b70c3ee3c4ef4050 independent
- facebook.com https://www.facebook.com/FocusedMissionFinancial/ independent
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/about-us self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/book-a-call self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/contact-us-1 self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/disclosures self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/financial-planning self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/home self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/matt-ryan self-published
- focusedmissionfinancial.com https://www.focusedmissionfinancial.com/x self-published
- mapquest.com https://www.mapquest.com/us/california/focused-mission-financial-520556122 independent
- napfa.org https://www.napfa.org/member/33475/4481 independent
- plannersearch.org https://www.plannersearch.org/financial-advisor/matt-r-ryan independent