Michelet Financial brings Fortune-500 financial discipline to San Diego families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
San Diego's biotech, defense, and business-owner community faces steep California taxes where integrated planning pays off.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving San Diego investors and San Diego County.
Comprehensive planning for San Diego households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for San Diego professionals and owners preparing for the next chapter.
La Jolla professionals and Carmel Valley families choose Michelet Financial for transparent fees and tax-coordinated investing.
Yes - we work with clients throughout San Diego and the surrounding San Diego County, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
San Diego's economy is driven by defense, biotech, tech, and tourism, with a highly educated professional workforce. Biotech and defense professionals with equity comp benefit from concentrated-position and tax planning.
California's high income tax makes tax-efficient investing and retirement strategy a priority for San Diego earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our San Diego, CA clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.