Our clients here in San Diego and beyond are all like family to us. Having such deep personal relationships makes every achievement much more fulfilling. As your trusted partners in finances and life, this unique family-oriented approach positions you and your family for financial confidence and a lasting legacy of success.
At Celeste Financial Group, you’re more than just your finances and investments, and we’re dedicated to nurturing genuine friendships to help you navigate complexities and pursue your biggest life goals. With over 40 years of experience in comprehensive financial planning, our San Diego-based team adeptly creates personalized strategies that are uniquely tailored to your needs.
Backed by a time-tested approach and decades of pure financial planning experience to hone our acumen in every area, our tight-knit team covers the full scope of your financial planning needs. Whether you’re joining us in the earlier stages of investing or you’re on the threshold of retirement, we’re fully committed to working towards your financial goals.
When you become a client at Celeste Financial Group, we'll work together to uncover your goals and objectives. Then we'll create a holistic financial plan that takes all of your goals, values, and desires into account. By fully understanding what matters most to you, our financial advisors can help assess your cash flow, plan for retirement, manage debt, and effectively navigate any conflicts or natural life transitions.
Robert P. Celeste, CFP® AIF®
We put your needs at the forefront of everything we do, and our core values reflect that. Our team is fully committed to sharing and nurturing these values to help you pursue what matters most.
We’re fortunate to serve not just individuals, but many of their families, too. We share the values of our clients to nurture and protect a legacy that lives on through children and grandchildren.
It’s unique in the industry to have practiced pure financial planning for 40 years. But we have. Our clients can rely on our time-tested acumen over the full scope of their financial picture.
We’ve been doing this long enough to see the truth in this: integrity and personalized service leads to real relationships, and those develop into genuine friendships where trust and security abound.
Our financial planning is holistic in its delivery and execution. Not only do we account for your complete financial picture, but we put our entire team behind you and your pursuit of what matters most.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
We offer time-tested services and personalized approaches to help you and your family effectively plan for what matters most.
Our integrity and personalized team service — backed by a time-tested culture of success — help us build trust and form genuine friendships for life.
We are a San Diego-based team of financial professionals that works from the belief that many minds are better than one, for holistic financial services.