Verified
On record at adviserinfo.sec.gov
Financial Advisors · profile
RIA · registry-verified
Seawise Financial, Inc.
Registered investment adviser · Cardiff, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
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 | Only on listings | 0 | feeonlynetwork.comAggregated linkedin.comSelf-published social seawisefinancial.comSelf-published zoominfo.comAggregated |
| How they're paid | Only on listings | 0 | feeonlynetwork.comAggregated linkedin.comSelf-published social seawisefinancial.comSelf-published zoominfo.comAggregated |
| Service delivery model | Self-claimed | 0 | seawisefinancial.comSelf-published |
3 facts·5 sources·0 contested·3 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-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category financial planner seawisefinancial.comSelf-published
- Category Financial service seawisefinancial.comSelf-published
- Who they work with Corporate executives & professionals seawisefinancial.comSelf-published
- Who they work with Employees-And-Executives-Of-Publicly-Traded-Companies seawisefinancial.comSelf-published
- Who they work with individuals and couples in their 50s and 60s who are preparing to transition into retirement seawisefinancial.comSelf-published
- Who they work with Pre-retirees seawisefinancial.comSelf-published
- Who they work with Professionals-Within-5-To-10-Years-From-Retirement seawisefinancial.comSelf-published
- Who they work with Small-Business-Owners seawisefinancial.comSelf-published
- How they're paid Fee-only seawisefinancial.comSelf-published
- Fiduciary status yes seawisefinancial.comSelf-published
- Professional certifications CFP seawisefinancial.comSelf-published
- Registration registered in multiple states seawisefinancial.comSelf-published
- Service delivery model virtual seawisefinancial.comSelf-published
- Services Financial planning seawisefinancial.comSelf-published
- Services Investment management seawisefinancial.comSelf-published
- Services retirement planning and investment management seawisefinancial.comSelf-published
- Services Retirement planning seawisefinancial.comSelf-published
- Services Tax-Advice seawisefinancial.comSelf-published
- Services tax-efficient strategies seawisefinancial.comSelf-published
- Years in practice over 20 years seawisefinancial.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
- How they invest We primarily invest in low-cost, highly diversified index funds and ETFs to reduce fees and improve your after-tax returns. seawisefinancial.comSelf-published
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
No themed claims are currently recorded.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Years in practice
- over 20 years · over 22 yearsseawisefinancial.comSelf-publishedwealthminder.comIndependent editorial
- Registration
- SEAWISE FINANCIAL, INC., License #298012, CA · Registered as an Investment Adviser Representative in California and Texas · registered in multiple states · registered or notice filed in California state(s)adviserinfo.sec.govIndependent editorialreports.adviserinfo.sec.govIndependent editorialseawisefinancial.comSelf-publishedindyfin.comAggregated
- Professional certifications
- CFPseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedwealthminder.comIndependent editoriallinkedin.comSelf-published social
- Services
- financial planning · investment management · retirement planning · retirement planning, investment management, tax adviceseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedlinkedin.comSelf-published social
- Who they work with
- professionals within 5 to 10 years of retirement, employees and executives of publicly traded companies · individuals and couples in their 50s and 60s who are preparing to transition into retirement · professionals within 5 to 10 years of retirement · successful families in their 50s and 60sseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedzoominfo.comAggregated
- How they invest
- We primarily invest in low-cost, highly diversified index funds and ETFs to reduce fees and improve your after-tax returns.seawisefinancial.comSelf-published
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.
We provide project based financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, estate and incapacity planning, and stock option planning
IA · California · Investment Adviser Representative · Approved · 02/01/2023 · IA · Texas · Investment Adviser Representative · Approved · 02/01/2023
Seawise Financial is a financial planner located in Encinitas, CA.
Seawise Financial is a fee-only financial advisory firm based in Cardiff by the Sea, CA
Timothy Kenney (CRD# 3097033) is an Investment Advisor Representative working at Seawise Financial, Inc. in Cardiff By The Sea, CA and has over 22 years of experience in the finance industry. Timothy Kenney has taken additional exams to become a Certified Financial Planner (CFP®).
The firm is currently registered or notice filed in California state(s) to provide advisory services to clients of California state(s)
Seawise Financial is providing retirement planning, investment management, and tax advice. It offers services like retirement planning, insurance services, tax planning, estate planning, college planning, cash flow planning, financial planning, and more.
We act as a financial advisor to local resident
06
Every source, every date
Where every fact comes from
We read 95 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
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Category | Accountants | yelp.comAggregated | Verified | |
| Category | Banks & Credit Unions | yelp.comAggregated | Verified | |
| Category | Financial Advisor · 3 sources | wealthminder.comIndependent editorialfacebook.comSelf-published socialfacebook.comSelf-published social | Verified | |
| Category | financial advisory firm | zoominfo.comAggregated | Verified | |
| Category | financial planner · 4 sources | feeonlynetwork.comAggregatedseawisefinancial.comSelf-publishedfacebook.comSelf-published socialfacebook.comSelf-published social | Verified | |
| Category | Financial service · 2 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-published | From page metadata | |
| Category | Financial Service · 2 sources | m.yelp.comAggregatedfacebook.comSelf-published social | Verified | |
| Category | financial service company | crunchbase.comAggregated | Verified | |
| Category | Financial Services · 4 sources | m.yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedlinkedin.comSelf-published social | Verified | |
| Category | Professional Services | yelp.comAggregated | Verified | |
| Category | Wealth Management Services | yelp.comAggregated | Verified | |
| Fiduciary status | fiduciary · 8 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedzoominfo.comAggregatedseawisefinancial.comSelf-publishedlinkedin.comSelf-published social | Verified | |
| Founded by | timothy kenney · 3 sources | seawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedseawisefinancial.comSelf-published | Verified | |
| How they invest | We primarily invest in low-cost, highly diversified index funds and ETFs to reduce fees and improve your after-tax returns. | seawisefinancial.comSelf-published | Verified | |
| How they're paid | fee-only · 7 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedseawisefinancial.comSelf-publishedzoominfo.comAggregatedseawisefinancial.comSelf-publishedlinkedin.comSelf-published social | Verified | |
| Main location | ca · 7 sources · 10 mentions | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedseawisefinancial.comSelf-publishedmapquest.comAggregatedindyfin.comAggregatedlinkedin.comSelf-published social | From page metadata | |
| Main location | encinitas, ca | feeonlynetwork.comAggregated | Verified | |
| Main location | san diego, ca · 4 sources | seawisefinancial.comSelf-publishedyelp.comAggregatedfacebook.comSelf-published socialfacebook.comSelf-published social | Verified | |
| Main location | us · 6 sources · 8 mentions | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedseawisefinancial.comSelf-publishedmapquest.comAggregatedlinkedin.comSelf-published social | From page metadata | |
| Professional certifications | CFP · 5 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedwealthminder.comIndependent editoriallinkedin.comSelf-published social | Verified | |
| Registration | Registered as an Investment Adviser Representative in California and Texas | reports.adviserinfo.sec.govIndependent editorial | Verified | |
| Registration | registered in multiple states | seawisefinancial.comSelf-published | Verified | |
| Registration | registered or notice filed in California state(s) | indyfin.comAggregated | Verified | |
| Registration | SEAWISE FINANCIAL, INC., License #298012, CA | adviserinfo.sec.govIndependent editorial | Not dated | Registry-verified |
| Service delivery model | virtual | seawisefinancial.comSelf-published | Verified | |
| Services | financial planning | seawisefinancial.comSelf-published | Verified | |
| Services | financial planning, investment management, asset management | seawisefinancial.comSelf-published | Verified | |
| Services | investment management · 2 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-published | Verified | |
| Services | personalized retirement planning, investment management, tax-efficient strategies, comprehensive retirement planning, tax-smart strategies, legacy planning coordination | zoominfo.comAggregated | Verified | |
| Services | retirement planning | seawisefinancial.comSelf-published | Verified | |
| Services | retirement planning and investment management · 2 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-published | Verified | |
| Services | retirement planning, investment management, tax advice · 4 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-publishedfeeonlynetwork.comAggregatedlinkedin.comSelf-published social | Verified | |
| Services | retirement planning, investment management, tax advice, insurance services, tax planning, estate planning, college planning, cash flow planning, financial planning | crunchbase.comAggregated | Verified | |
| Services | retirement planning, investment management, tax-efficient strategies | seawisefinancial.comSelf-published | Verified | |
| Who they work with | individuals and couples in their 50s and 60s who are preparing to transition into retirement | seawisefinancial.comSelf-published | Verified | |
| Who they work with | professionals within 5 to 10 years from retirement, stock options recipients, small business owners | seawisefinancial.comSelf-published | Verified | |
| Who they work with | professionals within 5 to 10 years of retirement · 2 sources | seawisefinancial.comSelf-publishedseawisefinancial.comSelf-published | Verified | |
| Who they work with | professionals within 5 to 10 years of retirement, employees and executives of publicly traded companies | seawisefinancial.comSelf-published | Verified | |
| Who they work with | successful families in their 50s and 60s | zoominfo.comAggregated | Verified | |
| Years in practice | over 20 years | seawisefinancial.comSelf-published | Verified | |
| Years in practice | over 22 years | wealthminder.comIndependent editorial | 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 registrySelf-asserted
2 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: seawisefinancial.com
Self-asserted · unverified
Source: seawisefinancial.com
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 statusOnly on a listing site Only on a listing site
- — 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 modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09
How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Independent editorial
Self-published social
Sources consulted
Profile · seawise-financial-inc-2825b6ed633e4644988cbf968669b3b2
Category · Financial Advisors
Published by Authoria