PTM Financial, LLC.

PTM Financial, LLC. PLAN-THRIVE-MATTER There are many risks out there and proper planning can be the difference between surviving and thriving. Member FINRA/SIPC.

At PTM Financial our focus is to assist our clients as they make sound, well thought-out decisions about their finances, their life, their
purpose, and their legacy. Whatever your goals are, or your life purpose may be, we are here to help you design and implement a clear Plan so you may Thrive in all your life changing events and ultimately Matter in ways that are truly meaningful to you. It will

be our privilege to partner with you and help you turn your dreams into reality. The financial consultants are registered representatives with and securities are offered through LPL Financial. finra.org, sipc.org

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and PTM Financial are separate entities from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

03/17/2026
12/26/2025

Merry Christmas!

Today we pause to remember September 11th—honoring the lives lost, the heroes who rose in courage, and the resilience th...
09/11/2025

Today we pause to remember September 11th—honoring the lives lost, the heroes who rose in courage, and the resilience that continues to unite us. We will never forget.

Happy Labor Day. We appreciate the trust you place in us and wish you a safe and enjoyable holiday weekend.
09/01/2025

Happy Labor Day. We appreciate the trust you place in us and wish you a safe and enjoyable holiday weekend.

07/04/2025

Happy Independence Day!

Wishing you a day filled with joy, appreciation, and the people who matter most.
06/15/2025

Wishing you a day filled with joy, appreciation, and the people who matter most.

Honoring the heroes who gave everything. May their courage and sacrifice never be forgotten.
05/26/2025

Honoring the heroes who gave everything. May their courage and sacrifice never be forgotten.

Have A Wonderful Mother’s Day!
05/11/2025

Have A Wonderful Mother’s Day!

Address

12348 High Bluff Drive, Suite #240
San Diego, CA
92130

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Website

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