Financial Advisors · profile

McKenna Financial

Financial Advisors · San Diego, CA

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

Address
4305 Gesner St # 306, San Diego, CA 92117, USA · View on Google Maps Google Places
Phone
(619) 276-8441 Google Places
Website
www.mckennafinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (9)
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 0 linkedin.comSelf-published social mckennafinancial.comSelf-published
How they're paid Only on listings 0 linkedin.comSelf-published social smartadvisormatch.comAggregated

2 facts·4 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, cainvestorsourcellc.comIndependent editorialbbb.orgAggregatedadvisor-registry.orgAggregatedsmartadvisormatch.comAggregatedlinkedin.comSelf-published socialcrunchbase.comAggregatedtaxbuzz.comIndependent editoriallinkedin.comSelf-published social
Years in practice
50 yearsmckennafinancial.comSelf-published
Registration
CA, FL, GA, HI, ID, MD, NV, NY, OR, VA, WAinvestorsourcellc.comIndependent editorial
Professional certifications
James L McKenna, License #8acc5a9e-7c83-4180-a3f4-77f6676a0436, United States · CFP · Enrolled Agentcfp.netIndependent editorialinvestorsourcellc.comIndependent editorialmckennafinancial.comSelf-publishedlinkedin.comSelf-published socialmckennafinancialplanning.comIndependent editorialtaxbuzz.comIndependent editorial
Services
Tax Preparation · Personal Wealth Management · comprehensive financial planning · comprehensive financial planning, investment planning, risk management, retirement planning, income planning, cash flow management, education planning, tax planning, estate planningreports.adviserinfo.sec.govIndependent editorialmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedlinkedin.comSelf-published socialmckennafinancial.comSelf-published
Who they work with
professionals preparing for retirement or already enjoying it · professionals at or near retirement · retirees, professionals · independent financial advisorsmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedlinkedin.comSelf-published socialmapquest.comAggregated
How they're paid
fee-basedsmartadvisormatch.comAggregatedlinkedin.comSelf-published social
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.

McKenna Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for · LPL business) - Tax Preparation
reports.adviserinfo.sec.gov Independent editorial ·
LPL Financial LLC 4305 Gesner St Ste 306 San Diego, CA 92117
investorsourcellc.com Independent editorial ·
Five Star Wealth Manager Award Winner 2016, 2017, 2018*
mckennafinancial.com Self-published ·
MCKENNA FINANCIAL - Updated May 2026 - 1711 W College St, Bozeman, Montana - Financial Advising
yelp.com Aggregated ·
Robert Mckenna is a financial advisor based in San Diego, California
smartadvisormatch.com Aggregated ·
McKenna Financial, Inc. Nov 2009 - Present 15 years 7 months San Diego, CA
linkedin.com Self-published social ·
was started by Douglas C. McKenna
nextdoor.com Aggregated ·
McKenna Financial is located in San Diego, California, United States.
crunchbase.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 91 mentions across the web and boiled them down to 55 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 55 confirmed facts · 91 mentions read
Fact Value Source Source date How we checked
Accolade five star wealth manager award mckennafinancial.comSelf-published Verified
Category Enrolled Agent tax practice taxbuzz.comIndependent editorial Verified
Category Financial Advising · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category financial advisor · 3 sources smartadvisormatch.comAggregatednextdoor.comAggregatednextdoor.comAggregated Verified
Category financial advisory firm mckennafinancial.comSelf-published Verified
Category Financial consultant mapquest.comAggregated Verified
Category financial firm crunchbase.comAggregated Verified
Category financial planners mckennafinancial.comSelf-published Verified
Category Financial Planning Consultants yellowpages.comAggregated Verified
Category Financial Services · 2 sources yelp.comAggregatedyellowpages.comAggregated Verified
Category http://schema.org/LocalBusiness yellowpages.comAggregated From page metadata
Category independent financial advisors linkedin.comSelf-published social Verified
Category Insurance yelp.comAggregated Verified
Category Investing · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Life Insurance yelp.comAggregated Verified
Category Personal Wealth Management mckennafinancial.comSelf-published Verified
Category Professional services nextdoor.comAggregated Verified
Fiduciary status committed to upholding our fiduciary duty to always act in your best interest linkedin.comSelf-published social Verified
Fiduciary status fiduciary · 2 sources mckennafinancial.comSelf-publishedlinkedin.comSelf-published social Verified
Founded by bob mckenna · 2 sources mckennafinancial.comSelf-publishedcrunchbase.comAggregated Verified
Founded by douglas c. mckenna · 2 sources nextdoor.comAggregatedmapquest.comAggregated Verified
Founded by robert “bob” mckenna mckennafinancial.comSelf-published Verified
How they're paid fee-based · 2 sources smartadvisormatch.comAggregatedlinkedin.comSelf-published social Verified
Main location american fork, ut · 2 sources yelp.comAggregatednextdoor.comAggregated Verified
Main location bozeman, mt yelp.comAggregated Verified
Main location ca · 5 sources · 7 mentions advisor-registry.orgAggregatednextdoor.comAggregatedmapquest.comAggregatedyellowpages.comAggregatedlinkedin.comSelf-published social From page metadata
Main location san diego, ca · 8 sources investorsourcellc.comIndependent editorialbbb.orgAggregatedadvisor-registry.orgAggregatedsmartadvisormatch.comAggregatedlinkedin.comSelf-published socialcrunchbase.comAggregatedtaxbuzz.comIndependent editoriallinkedin.comSelf-published social Verified
Main location us · 5 sources advisor-registry.orgAggregatednextdoor.comAggregatedmapquest.comAggregatedyellowpages.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications CFP · 4 sources investorsourcellc.comIndependent editorialmckennafinancial.comSelf-publishedlinkedin.comSelf-published socialmckennafinancialplanning.comIndependent editorial Verified
Professional certifications Enrolled Agent taxbuzz.comIndependent editorial Verified
Professional certifications James L McKenna, License #8acc5a9e-7c83-4180-a3f4-77f6676a0436, United States cfp.netIndependent editorial Not dated Registry-verified
Registration CA, FL, GA, HI, ID, MD, NV, NY, OR, VA, WA investorsourcellc.comIndependent editorial Verified
Services asset management, financial planning, and risk management mckennafinancial.comSelf-published Verified
Services Cash flow and budgeting mckennafinancial.comSelf-published Verified
Services comprehensive financial planning · 4 sources mckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedlinkedin.comSelf-published social Verified
Services comprehensive financial planning, investment planning, risk management, retirement planning, income planning, cash flow management, education planning, tax planning, estate planning mckennafinancial.comSelf-published Verified
Services Education planning mckennafinancial.comSelf-published Verified
Services estate and business planning mckenna-financial.comIndependent editorial Verified
Services Estate planning mckennafinancial.comSelf-published Verified
Services financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars smartadvisormatch.comAggregated Verified
Services financial planning, risk management, asset accumulation, retirement distribution strategies mckenna-financial.comIndependent editorial Verified
Services Financial Planning, Risk Management, Tax Planning, Investment Management, Retirement Planning, Estate Planning, Cash Flow Management, Education Planning, and Financial Goal Setting linkedin.comSelf-published social Verified
Services investment management · 2 sources mckennafinancial.comSelf-publishedmckennafinancial.comSelf-published Verified
Services Personal Wealth Management · 3 sources mckennafinancial.comSelf-publishedmckennafinancial.comSelf-publishedmckennafinancial.comSelf-published Verified
Services portfolio review mckennafinancialplanning.comIndependent editorial Verified
Services relationship management, wealth management, comprehensive planning services crunchbase.comAggregated Verified
Services Risk management and insurance planning mckennafinancial.comSelf-published Verified
Services Tax Preparation reports.adviserinfo.sec.govIndependent editorial Verified
Services tax return preparation and planning taxbuzz.comIndependent editorial Verified
Who they work with high net worth individuals linkedin.comSelf-published social Verified
Who they work with independent financial advisors mapquest.comAggregated Verified
Who they work with professionals at or near retirement mckennafinancial.comSelf-published Verified
Who they work with professionals preparing for retirement or already enjoying it mckennafinancial.comSelf-published Verified
Who they work with retirees, professionals linkedin.comSelf-published social Verified
Years in practice 50 years mckennafinancial.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
CFP® certification James L McKenna, License #8acc5a9e-7c83-4180-a3f4-77f6676a0436, United States
Verified
On record at cfp.net

Self-asserted

1 · 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 statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidOnly on a listing site Only on a listing site
  • — 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
91 → 55
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · mckenna-financial-07d14c85e860428daf7745c39c47c102 Category · Financial Advisors Published by Authoria