Vaughn Woods Financial Group

Created/changed by: vaughnwoods

Address details

2226 Avenida de la Playa , Suite A , La Jolla, CA 92037

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Coordinates

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Phone & WWW

(800) 374-4412
https://vaughnwoods.com/

Business hours

Info

Vaughn Woods Financial Group is an independent wealth management and portfolio management firm based in La Jolla, California, focused on helping individuals, families, business owners, and trust beneficiaries pursue their financial goals through personalized investment strategies and direct access to experienced portfolio management.



Unlike many large financial institutions, the firm emphasizes a hands-on approach where clients work directly with the portfolio manager responsible for investment decisions. The company believes that successful investing is built on experienced decision-making, trust, integrity, and strong client relationships rather than sales-driven financial advice.



Founded and led by Vaughn Woods, the firm brings decades of investment management experience across various market cycles. Vaughn Woods holds multiple financial licenses and credentials, including CFP® and MBA designations, and has built a reputation for combining traditional portfolio management principles with research-driven

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