# Western Financial Corporation
Source: https://planprovider.pro/provider/western-financial-corporation

> Founded in 1976, Western Financial Corporation is a multi-generational SEC-registered investment adviser based in San Diego in Southern California. The firm…

Retirement Plan Advisor

San Diego, CA

## About Western Financial Corporation

<p>Founded in 1976, Western Financial Corporation is a multi-generational SEC-registered investment adviser based in San Diego in Southern California. The firm reports $14.6B in AUM (2026) and works with individuals and families as well as trusts, estates, charitable organizations, small businesses, high-net-worth clients, and retirement plans.</p>

<p>For workplace plans, Western Financial Corporation provides both 3(21) co-fiduciary and 3(38) investment manager services. This gives plan sponsors options for support with investment selection and monitoring, whether they want to retain final control or delegate it.</p>

<p>On the wealth management side, the firm handles financial consultation, portfolio management, investment solutions, and financial planning. Its investment approach focuses on matching portfolios to a client’s stage of life—accumulation, preservation, or income distribution—with long-term asset allocation and diversification, plus portfolio risk management and tax minimization strategies.</p>

<p>One differentiator is the firm’s long operating history serving multiple generations, paired with fiduciary advice and a network of referrals to estate attorneys, CPAs, and insurance agents when needed.</p>

<ul>
<li>SEC-registered investment adviser headquartered in the San Diego metro</li>
<li>3(21) and 3(38) fiduciary services for retirement plans</li>
<li>Financial planning and major life-event planning</li>
<li>Portfolio construction, monitoring, and risk management</li>
<li>Tax minimization strategies and coordination with outside professionals</li>
</ul>

Website: [https://westfincorp.com/](https://westfincorp.com/)

## Office Locations

- San Diego, CA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $14.6B

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