Broker Check


Building Legacies That Last

For over 40 years, Celeste Financial Group’s comprehensive, holistic planning approach has helped our San Diego clients succeed in every part of their life. You're more than your portfolio, so we'll work closely with you to truly understand and define your unique values. This proactive, hands-on approach helps you confidently move towards your financial and life goals, whether that includes paying for college, caring for aging parents, or enjoying retirement without having to worry about whether your retirement income will last for your lifetime and beyond.

Putting <strong>Your Needs and Goals</strong> First with a Personal Touch

Putting Your Needs and Goals First with a Personal Touch

With many years of experience practicing pure financial planning, Celeste Financial Group has helped individuals and their families organize a clear financial picture. This elevated, personalized service brings your financial needs to the front and keeps them there, even into the next generation.

Taking the Next Step <strong>Together</strong><br/>

Taking the Next Step Together

Are you worried about running out of money in retirement, or saving for the trip of a lifetime? Our time-tested, personalized process ensures your values and goals are always our top priority. We start by understanding your personal and financial situation, then create a unique strategy to help you comfortably pursue those goals.

Reliable Solutions for Lasting Success

Our financial professionals are with you for the long haul, and, as such, they are equipped to help you change your plan along the way. We’re here to help you find comprehensive financial solutions for all your current and future goals.



<strong>College Planning</strong>

College Planning

<strong>Nearing Retirement</strong>

Nearing Retirement

<strong>Generational Wealth</strong>

Generational Wealth

Proven Results from <strong>Our Tailored Strategies</strong>

Proven Results from Our Tailored Strategies

Backed by a time-tested approach with decades of pure financial planning, Celeste Financial Group’s team of financial professionals covers the full scope of your financial planning needs for today and tomorrow. 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 evolving financial goals.

About Us

Over 40 years of pure financial planning ensures our entire team is behind you with personalized service to help you pursue the future you want.

About Us

Our Team

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.

Meet the Team

Contact Us

Have questions? Reach out to Celeste Financial Group today to learn how we can best help you unlock your greatest financial potential.

Contact Us Today