Financial Advisors · profile

Wealth Navigation Advisors

Financial Advisors · San Diego, CA

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

Address
6265 Greenwich Dr Suite 251, San Diego, CA 92122, USA · View on Google Maps Google Places
Phone
(858) 485-8839 Google Places
Website
wealthnavigationadvisors.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (3)
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 Couldn't confirm 1 financestrategists.comIndependent editorial yelp.comAggregated

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, cawealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedseamless.aiAggregatedfacebook.comSelf-published sociallocal.yahoo.comAggregatedmapquest.comAggregatedmapquest.comAggregatedbbb.orgAggregatedfinancestrategists.comIndependent editorial
Established in
1991 · 2019bbb.orgAggregatedfinancestrategists.comIndependent editorialfinancestrategists.comIndependent editorial
Years in practice
over 30 years · 30 years · 34 years · 30 years of experiencewealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedbbb.orgAggregatedwealthnavigationadvisors.comSelf-published
Registration
Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC · registered investment advisory firmwealthnavigationadvisors.comSelf-publishedfinancestrategists.comIndependent editorialfinancestrategists.comIndependent editorial
Professional certifications
CFP, ChFC · CFP · ChFCwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedmapquest.comAggregatedbbb.orgAggregatedwealthnavigationadvisors.comSelf-published
Services
comprehensive guidance · manage more than money · manage more than your money · tax planningwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published
Who they work with
individuals · young professionals · families · business ownerswealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published
How they invest
goal based strategy · disciplined and research-driven investment approachbbb.orgAggregatedfinancestrategists.comIndependent editorial
How they're paid
fee-basedyelp.comAggregatedfinancestrategists.comIndependent editorialfinancestrategists.comIndependent 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.

John J. Parrillo, CFP®, ChFC
wealthnavigationadvisors.com Self-published ·
Top 10 Best Financial Advising in Bountiful, UT - Last Updated July 2025 - Yelp - Alliance Wealth Advisors
m.yelp.com Aggregated ·
Wealth Navigation is a fee-based, comprehensive wealth management and investment advisory firm
yelp.com Aggregated ·
We service clients who are both active accumulators and retirees.
seamless.ai Aggregated ·
Wealth Navigation Advisors, San Diego, California.
facebook.com Self-published social ·
Wealth Navigation Advisors, a(n) Financial Planning & Asset Protection business in San Diego, CA
local.yahoo.com Aggregated ·
Get more information for Wealth Navigation Advisors in San Diego, CA.
mapquest.com Aggregated · mapquest.comAggregated
Years in Business: 34
bbb.org Aggregated ·
06
Every source, every date

Where every fact comes from

We read 131 mentions across the web and boiled them down to 76 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 76 confirmed facts · 131 mentions read
Fact Value Source Source date How we checked
Accolade cetera financial group's circle of excellence recognition wealthnavigationadvisors.comSelf-published Verified
Category Financial Advising m.yelp.comAggregated Verified
Category Financial Advisor wealthnavigationadvisors.comSelf-published Verified
Category Financial Consultants bbb.orgAggregated Verified
Category Financial Planner facebook.comSelf-published social Verified
Category Financial Planning & Asset Protection local.yahoo.comAggregated Verified
Category Financial Planning Firm · 2 sources seamless.aiAggregatedwealthnavigationadvisors.comSelf-published Verified
Category Financial service · 5 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedlocal.yahoo.comAggregatedwealthnavigationadvisors.comSelf-published From page metadata
Category Financial Service wealthnavigationadvisors.comSelf-published Verified
Category Financial Services crunchbase.comAggregated Verified
Category Investing yelp.comAggregated Verified
Category wealth management firm financestrategists.comIndependent editorial Verified
Established in 1991 bbb.orgAggregated Verified
Established in 2019 · 2 sources financestrategists.comIndependent editorialfinancestrategists.comIndependent editorial Verified
Featured on yelp.com m.yelp.comAggregated Verified
Has quality adaptable strategies wealthnavigationadvisors.comSelf-published Verified
Has quality flexible approach for every life stage wealthnavigationadvisors.comSelf-published Verified
Has quality flexible strategies wealthnavigationadvisors.comSelf-published Verified
Has quality holistic advisors wealthnavigationadvisors.comSelf-published Verified
Has quality holistic approach wealthnavigationadvisors.comSelf-published Verified
Has quality holistic process wealthnavigationadvisors.comSelf-published Verified
Has quality joyful approach wealthnavigationadvisors.comSelf-published Verified
Has quality joyful connections wealthnavigationadvisors.comSelf-published Verified
Has quality long-term guidance · 2 mentions wealthnavigationadvisors.comSelf-published Verified
Has quality personalized strategies wealthnavigationadvisors.comSelf-published Verified
Has quality process-oriented approach wealthnavigationadvisors.comSelf-published Verified
Has quality tailored plans wealthnavigationadvisors.comSelf-published Verified
Has quality tailored services wealthnavigationadvisors.comSelf-published Verified
Has quality trust wealthnavigationadvisors.comSelf-published Corrected
How they invest disciplined and research-driven investment approach financestrategists.comIndependent editorial Verified
How they invest goal based strategy bbb.orgAggregated Verified
How they're paid fee-based · 3 sources yelp.comAggregatedfinancestrategists.comIndependent editorialfinancestrategists.comIndependent editorial Verified
Known for Financial Tides podcast wealthnavigationadvisors.comSelf-published Verified
Main location bountiful, ut m.yelp.comAggregated Verified
Main location ca · 9 sources · 10 mentions wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedseamless.aiAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedmapquest.comAggregatedbbb.orgAggregatedwealthnavigationadvisors.comSelf-published From page metadata
Main location centerville, ut · 5 sources yelp.comAggregatedfinancestrategists.comIndependent editorialfinancestrategists.comIndependent editoriallinkedin.comSelf-published socialsignalhire.comAggregated Verified
Main location san diego, ca · 10 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedseamless.aiAggregatedfacebook.comSelf-published sociallocal.yahoo.comAggregatedmapquest.comAggregatedmapquest.comAggregatedbbb.orgAggregatedfinancestrategists.comIndependent editorial Verified
Main location us · 9 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedmapquest.comAggregatedmapquest.comAggregatedbbb.orgAggregatedlinkedin.comSelf-published socialsignalhire.comAggregatedwealthnavigationadvisors.comSelf-published From page metadata
Main location ut · 2 sources linkedin.comSelf-published socialsignalhire.comAggregated From page metadata
Professional certifications CFP · 4 sources wealthnavigationadvisors.comSelf-publishedmapquest.comAggregatedbbb.orgAggregatedwealthnavigationadvisors.comSelf-published Verified
Professional certifications CFP, ChFC · 4 sources · 5 mentions wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published Verified
Professional certifications ChFC wealthnavigationadvisors.comSelf-published Verified
Registration registered investment advisory firm · 2 sources financestrategists.comIndependent editorialfinancestrategists.comIndependent editorial Verified
Registration Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC wealthnavigationadvisors.comSelf-published Verified
Services 401(k) plans wealthnavigationadvisors.comSelf-published Verified
Services comprehensive guidance wealthnavigationadvisors.comSelf-published Verified
Services comprehensive wealth management support, financial planning, retirement planning, legacy planning, college planning, insurance strategies, tax strategies, gifting mapquest.comAggregated Verified
Services comprehensive wealth management, investment advisory yelp.comAggregated Verified
Services financial planning seamless.aiAggregated Verified
Services Financial Planning & Asset Protection local.yahoo.comAggregated Verified
Services financial planning and wealth management · 2 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published Verified
Services financial planning, investment management linkedin.comSelf-published social Verified
Services financial planning, portfolio management financestrategists.comIndependent editorial Verified
Services insurance wealthnavigationadvisors.comSelf-published Verified
Services manage more than money wealthnavigationadvisors.comSelf-published Verified
Services manage more than your money wealthnavigationadvisors.comSelf-published Verified
Services Retirement Cash Flow Planning, Investment Management, Estate Planning, Wealth Transfer, Insurance, Social Security Income Benefits, Pension Analysis, Risk Management, Business Transitions signalhire.comAggregated Verified
Services retirement planning wealthnavigationadvisors.comSelf-published Verified
Services retirement planning, tax planning, investment management, and estate planning financestrategists.comIndependent editorial Verified
Services tax planning wealthnavigationadvisors.comSelf-published Verified
Services tax planning, retirement planning wealthnavigationadvisors.comSelf-published Verified
Services wealth management, asset management, insurance, and other custom planning strategies crunchbase.comAggregated Verified
Who they work with active accumulators and retirees seamless.aiAggregated Verified
Who they work with business owners · 2 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published Verified
Who they work with families wealthnavigationadvisors.comSelf-published Verified
Who they work with families, businesses, planners, and advisors linkedin.comSelf-published social Verified
Who they work with individuals wealthnavigationadvisors.comSelf-published Verified
Who they work with individuals seeking financial planning and management services, high net worth individuals looking for top-tier investment advice and exclusive wealth management solutions, pension or profit sharing plans that require expert guidance on managing retirement funds, and insurance companies that require assistance in managing their investments financestrategists.comIndependent editorial Verified
Who they work with individuals, families, and business owners · 3 sources wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published Verified
Who they work with individuals, high net worth individuals, pension or profit sharing plans, insurance companies financestrategists.comIndependent editorial Verified
Who they work with new hires wealthnavigationadvisors.comSelf-published Verified
Who they work with young professionals wealthnavigationadvisors.comSelf-published Verified
Years in practice 30 years wealthnavigationadvisors.comSelf-published Verified
Years in practice 30 years of experience wealthnavigationadvisors.comSelf-published Verified
Years in practice 34 years bbb.orgAggregated Verified
Years in practice over 30 years · 3 sources · 4 mentions wealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-publishedwealthnavigationadvisors.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

4 · from the firm's own materials · unverified
Investment adviser registration Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC
Self-asserted · unverified
Source: wealthnavigationadvisors.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 statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — 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
5
Data refreshed
Compiled
Mentions → facts
131 → 76
Aggregated Self-published Independent editorial

Sources consulted

Profile · wealth-navigation-advisors-4014eeb90a214689b335419ad3af25b2 Category · Financial Advisors Published by Authoria