Egan Yamamura - Ameriprise Financial Services, LLC
Phone: (858) 952-0076
Can text: unknown
Email: eyamamura@ampf.com
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
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Special-needs financial planners
Planning for your child's future money needs. 8 listed below, in San Diego County and Imperial County. Listings are in alphabetical order, not ranked.
Research preview — these listings have not yet been checked by an outside expert. Details come from public sources; check with the provider before you go.
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8 listings shown
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San Diego
7 listed
EP Wealth Advisors
Phone: (858) 622-9009
Can text: unknown
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
Maxiam Capital, LLC
Phone: (888) 958-3566
Can text: unknown
Email: contact@maxiam.com
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
The Wright Team (Northwestern Mutual)
Phone: (858) 775-0593
Can text: unknown
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
Vistica Wealth Advisors (Valiant Partners)
Phone: (760) 854-4003
Can text: unknown
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
Waterfront Wealth Management Group (UBS Financial Services Inc.)
Phone: (619) 557-4777
Can text: unknown
Regional Center vendor: unknown
Openings: Accepts clients per team page; 'Email Me' contact links present (checked 2026-11-03) (2026-11-03)
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
Wealth Enhancement (Coronado office)
Phone: (833) 307-3750
Can text: unknown
Email: info@wealthenhancement.com
Regional Center vendor: unknown
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-03
Imperial
1 listed
All Needs Planning
Phone: (804) 223-1511
Can text: unknown
Email: info@allneedsplanning.com
Regional Center vendor: n/a - not applicable to this category
Reviews from Google and Yelp — coming soon. No scores are shown yet.
Checked 2026-11-07
Last updated November 7, 2026.