Seawise Financial, Inc.
Identity
- Name
- Seawise Financial, Inc.
- Formatted address
- 120 Birmingham Dr Suite 240F, Cardiff, CA 92007, USA
- Phone
- (619) 738-3079
- Website
- http://seawisefinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=10619746496632122334&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 3 | fresh |
|
|
| compensation_model | fee_only | 3 | fresh |
|
|
| service_delivery_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial planner
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
-
categorized_as: FinancialService
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
categorized_as: FinancialService
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
-
client_specializations: individuals and couples in their 50s and 60s who are preparing to transition into retirement
- seawisefinancial.com https://seawisefinancial.com/ self-published
-
client_specializations: professionals within 5 to 10 years from retirement, stock options recipients, small business owners
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
client_specializations: professionals within 5 to 10 years of retirement, employees and executives of publicly traded companies
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
client_specializations: professionals within 5 to 10 years of retirement
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
-
client_specializations: professionals within 5 to 10 years of retirement
- seawisefinancial.com https://seawisefinancial.com/who-we-help/ self-published
-
compensation_model: fee-only
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
compensation_model: fee-only
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
-
compensation_model: fee-only
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
compensation_model: fee-only
- seawisefinancial.com https://seawisefinancial.com/ self-published
-
fiduciary_status: fiduciary
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
fiduciary_status: fiduciary
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
fiduciary_status: fiduciary
- seawisefinancial.com https://seawisefinancial.com/ self-published
-
fiduciary_status: fiduciary
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
-
fiduciary_status: Fiduciary
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
-
professional_certifications: CFP
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
-
professional_certifications: CFP
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
professional_certifications: CFP
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
regulatory_registration: registered in multiple states
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
service_delivery_model: virtual
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
services_offered: financial planning, investment management, asset management
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
-
services_offered: financial planning
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
-
services_offered: investment management
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
-
services_offered: investment management
- seawisefinancial.com https://seawisefinancial.com/investment-management/ self-published
-
services_offered: retirement planning and investment management
- seawisefinancial.com https://seawisefinancial.com/who-we-help/ self-published
-
services_offered: retirement planning and investment management
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
-
services_offered: retirement planning, investment management, tax advice
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
-
services_offered: retirement planning, investment management, tax advice
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
-
services_offered: retirement planning, investment management, tax-efficient strategies
- seawisefinancial.com https://seawisefinancial.com/ self-published
-
services_offered: retirement planning
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
-
years_in_practice: over 20 years
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
Performance Claims
-
investment_methodology: We primarily invest in low-cost, highly diversified index funds and ETFs to reduce fees and improve your after-tax returns.
Self-described; not endorsed.
- seawisefinancial.com https://seawisefinancial.com/investment-management/ self-published
Themed Claims
-
professional certifications: cfp
Citation count: 2
- linkedin.com https://www.linkedin.com/company/seawise-financial independent
- wealthminder.com https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ independent
-
services offered: retirement plan investment management tax advice
Citation count: 2
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ independent
- linkedin.com https://www.linkedin.com/company/seawise-financial independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| regulatory_registration | SEAWISE FINANCIAL, INC., License #298012, CA | https://adviserinfo.sec.gov/firm/summary/298012 | registry_verified |
|
|
| categorized_as | financial planner | https://seawisefinancial.com/client-stories/ | kept |
|
|
| services_offered | retirement planning and investment management | https://seawisefinancial.com/client-stories/ | kept |
|
|
| client_specializations | professionals within 5 to 10 years of retirement | https://seawisefinancial.com/client-stories/ | kept |
|
|
| categorized_as | financial advisory firm | https://www.zoominfo.com/c/seawise-financial-inc/465142782 | kept |
|
|
| client_specializations | successful families in their 50s and 60s | https://www.zoominfo.com/c/seawise-financial-inc/465142782 | kept |
|
|
| fiduciary_status | fiduciary | https://www.zoominfo.com/c/seawise-financial-inc/465142782 | kept |
|
|
| compensation_model | fee-only | https://www.zoominfo.com/c/seawise-financial-inc/465142782 | kept |
|
|
| services_offered | personalized retirement planning, investment management, tax-efficient strategies, comprehensive retirement planning, tax-smart strategies, legacy planning coordination | https://www.zoominfo.com/c/seawise-financial-inc/465142782 | kept |
|
|
| services_offered | financial planning | https://seawisefinancial.com/form-adv-part-2a/ | kept |
|
|
| founded_by | 05debbbe-ec80-42da-bd70-f12635443be8 | https://seawisefinancial.com/form-adv-part-2a/ | kept |
|
|
| services_offered | investment management | https://seawisefinancial.com/form-adv-part-2a/ | kept |
|
|
| services_offered | retirement planning | https://seawisefinancial.com/form-adv-part-2a/ | kept |
|
|
| investment_methodology | We primarily invest in low-cost, highly diversified index funds and ETFs to reduce fees and improve your after-tax returns. | https://seawisefinancial.com/investment-management/ | kept |
|
|
| services_offered | investment management | https://seawisefinancial.com/investment-management/ | kept |
|
|
| founded_by | 05debbbe-ec80-42da-bd70-f12635443be8 | https://seawisefinancial.com/services/ | kept |
|
|
| professional_certifications | CFP | https://seawisefinancial.com/services/ | kept |
|
|
| fiduciary_status | Fiduciary | https://seawisefinancial.com/services/ | kept |
|
|
| services_offered | retirement planning and investment management | https://seawisefinancial.com/who-we-help/ | kept |
|
|
| client_specializations | professionals within 5 to 10 years of retirement | https://seawisefinancial.com/who-we-help/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seawisefinancial.com/working-with-us/ | json_ld_parsed |
|
|
| client_specializations | professionals within 5 to 10 years from retirement, stock options recipients, small business owners | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| fiduciary_status | fiduciary | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| compensation_model | fee-only | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| professional_certifications | CFP | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| regulatory_registration | registered in multiple states | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| service_delivery_model | virtual | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://seawisefinancial.com/working-with-us/ | json_ld_parsed |
|
|
| services_offered | financial planning, investment management, asset management | https://seawisefinancial.com/working-with-us/ | kept |
|
|
| categorized_as | Financial Services | https://m.yelp.com/biz/black-horse-cardiff | kept |
|
|
| categorized_as | Financial Service | https://m.yelp.com/c/cardiff/financialservices | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/bank-of-cardiff-san-diego-2 | kept |
|
|
| categorized_as | Banks & Credit Unions | https://www.yelp.com/biz/bank-of-cardiff-san-diego-2 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/biz/bank-of-cardiff-san-diego-2 | kept |
|
|
| categorized_as | Accountants | https://www.yelp.com/search?cflt=accountants&find_loc=Cardiff | kept |
|
|
| categorized_as | Professional Services | https://www.yelp.com/search?cflt=accountants&find_loc=Cardiff | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Wealth+Management+Services&find_loc=Cardiff | kept |
|
|
| categorized_as | Wealth Management Services | https://www.yelp.com/search?find_desc=Wealth+Management+Services&find_loc=Cardiff | kept |
|
|
| professional_certifications | CFP | https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ | kept |
|
|
| years_in_practice | over 22 years | https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ | kept |
|
|
| categorized_as | Financial Advisor | https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ | kept |
|
|
| client_specializations | individuals and couples in their 50s and 60s who are preparing to transition into retirement | https://seawisefinancial.com/ | kept |
|
|
| services_offered | retirement planning, investment management, tax-efficient strategies | https://seawisefinancial.com/ | kept |
|
|
| fiduciary_status | fiduciary | https://seawisefinancial.com/ | kept |
|
|
| compensation_model | fee-only | https://seawisefinancial.com/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://seawisefinancial.com/contact-us/ | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://seawisefinancial.com/contact-us/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://seawisefinancial.com/contact-us/ | json_ld_parsed |
|
|
| services_offered | retirement planning, investment management, tax advice | https://seawisefinancial.com/contact-us/ | kept |
|
|
| categorized_as | FinancialService | https://seawisefinancial.com/contact-us/ | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://seawisefinancial.com/contact-us/ | kept |
|
|
| compensation_model | fee-only | https://seawisefinancial.com/contact-us/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seawisefinancial.com/contact-us/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seawisefinancial.com/contact-us/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | json_ld_parsed |
|
|
| compensation_model | fee-only | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| services_offered | retirement planning, investment management, tax advice | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| founded_by | 05debbbe-ec80-42da-bd70-f12635443be8 | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| categorized_as | financial planner | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/seawise-financial-789145555 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/seawise-financial-789145555 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/seawise-financial-789145555 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/seawise-financial-789145555 | json_ld_parsed |
|
|
| regulatory_registration | registered or notice filed in California state(s) | https://indyfin.com/financial-advisor-firm/california/cardiff-by-the-sea/seawise-financial-298012/ | kept |
|
|
| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/cardiff-by-the-sea/seawise-financial-298012/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/cardiff-by-the-sea/seawise-financial-298012/ | json_ld_parsed |
|
|
| regulatory_registration | Registered as an Investment Adviser Representative in California and Texas | https://reports.adviserinfo.sec.gov/reports/individual/individual_7690573.pdf | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seawisefinancial.com/home-2/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seawisefinancial.com/home-2/ | json_ld_parsed |
|
|
| years_in_practice | over 20 years | https://seawisefinancial.com/home-2/ | kept |
|
|
| categorized_as | FinancialService | https://seawisefinancial.com/home-2/ | json_ld_parsed |
|
|
| professional_certifications | CFP | https://seawisefinancial.com/home-2/ | kept |
|
|
| fiduciary_status | fiduciary | https://seawisefinancial.com/home-2/ | kept |
|
|
| client_specializations | professionals within 5 to 10 years of retirement, employees and executives of publicly traded companies | https://seawisefinancial.com/home-2/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://seawisefinancial.com/home-2/ | json_ld_parsed |
|
|
| compensation_model | fee-only | https://seawisefinancial.com/home-2/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://seawisefinancial.com/home-2/ | json_ld_parsed |
|
|
| services_offered | retirement planning, investment management, tax advice | https://seawisefinancial.com/home-2/ | kept |
|
|
| categorized_as | financial service company | https://www.crunchbase.com/organization/seawise-financial | kept |
|
|
| services_offered | retirement planning, investment management, tax advice, insurance services, tax planning, estate planning, college planning, cash flow planning, financial planning | https://www.crunchbase.com/organization/seawise-financial | kept |
|
|
| categorized_as | financial advisor | https://www.facebook.com/seawisefinancial/ | kept |
|
|
| categorized_as | financial planner | https://www.facebook.com/seawisefinancial/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/seawisefinancial/ | kept |
|
|
| categorized_as | Financial service | https://www.facebook.com/seawisefinancial/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/seawisefinancial/reviews | kept |
|
|
| categorized_as | financial advisor | https://www.facebook.com/seawisefinancial/reviews | kept |
|
|
| categorized_as | financial planner | https://www.facebook.com/seawisefinancial/reviews | kept |
|
|
| professional_certifications | CFP | https://www.linkedin.com/company/seawise-financial | kept |
|
|
| categorized_as | Financial Services | https://www.linkedin.com/company/seawise-financial | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/seawise-financial | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://www.linkedin.com/company/seawise-financial | kept |
|
|
| compensation_model | fee-only | https://www.linkedin.com/company/seawise-financial | kept |
|
|
| services_offered | retirement planning, investment management, tax advice | https://www.linkedin.com/company/seawise-financial | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/seawise-financial | json_ld_parsed |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
Self-asserted.
-
investment_adviser_registration: registered in multiple states
claimed_unverified
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
Self-asserted.
-
investment_adviser_registration: SEAWISE FINANCIAL, INC., License #298012, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/298012 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/298012 independent
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 6
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/298012 independent
- seawisefinancial.com https://seawisefinancial.com/ self-published
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
- seawisefinancial.com https://seawisefinancial.com/investment-management/ self-published
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
- seawisefinancial.com https://seawisefinancial.com/who-we-help/ self-published
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ independent
- linkedin.com https://www.linkedin.com/company/seawise-financial independent
- wealthminder.com https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ independent
- zoominfo.com https://www.zoominfo.com/c/seawise-financial-inc/465142782 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/298012 independent
- seawisefinancial.com https://seawisefinancial.com/ self-published
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
- seawisefinancial.com https://seawisefinancial.com/investment-management/ self-published
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
- seawisefinancial.com https://seawisefinancial.com/who-we-help/ self-published
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ independent
- linkedin.com https://www.linkedin.com/company/seawise-financial independent
- wealthminder.com https://www.wealthminder.com/financial-advisors-cardiff-by-the-sea-CA/ independent
- zoominfo.com https://www.zoominfo.com/c/seawise-financial-inc/465142782 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/298012 independent
- seawisefinancial.com https://seawisefinancial.com/ self-published
- seawisefinancial.com https://seawisefinancial.com/client-stories/ self-published
- seawisefinancial.com https://seawisefinancial.com/contact-us/ self-published
- seawisefinancial.com https://seawisefinancial.com/form-adv-part-2a/ self-published
- seawisefinancial.com https://seawisefinancial.com/home-2/ self-published
- seawisefinancial.com https://seawisefinancial.com/investment-management/ self-published
- seawisefinancial.com https://seawisefinancial.com/services/ self-published
- seawisefinancial.com https://seawisefinancial.com/who-we-help/ self-published
- seawisefinancial.com https://seawisefinancial.com/working-with-us/ self-published
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/timothy-kenney/ independent
- linkedin.com https://www.linkedin.com/company/seawise-financial independent
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