Sportfishing Financial

Sportfishing Financial Sportfishing Financial Group is a wealth management firm that helps sportfishing enthusiasts pursue financial freedom so they can spend more time fishing.

A CLIENT FOCUS

We place our clients' interests above all else—and our business structure backs up those words. As an independent Registered Investment Advisor, we are legally obligated to act in clients' best interests at all times. Furthermore, we are a fee-based advisor, which eliminates potential conflicts of interest. Our sole focus is your success. INVESTING

In an industry obsessed with fin

ding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results. We build customized portfolios using the funds of renowned investment management firm Dimensional Fund Advisors (DFA). DFA is widely respected within the advisory industry for its unique approach to capturing market returns while minimizing portfolio risk. UNDERSTANDING YOUR NEEDS

We share with all of our clients an affinity for sportfishing. But we also understand that each client has unique needs and goals. We develop personal relationships with our clients and take the time to understand their situation, their concerns, and their aspirations in depth. That understanding guides every decision we make and every piece of advice we offer. We take our clients' success seriously.

We are proud to be a part of this program. Congratulations for the years of success.
07/23/2020

We are proud to be a part of this program. Congratulations for the years of success.

In 1986 the first juvenile white seabass were released into Mission Bay, in San Diego, CA. Since then, Hubbs-SeaWorld Research Institute has tagged and released over 2.5 million white seabass. Over 2,000 of these fish have been recovered as subadults, while others were at liberty for more than 20 years!

Short film from our Sportfishing Financial Liberty charter earlier this week. Jack landed a nice BFT on one of the Accur...
11/09/2019

Short film from our Sportfishing Financial Liberty charter earlier this week. Jack landed a nice BFT on one of the Accurate demo rigs. Thanks to Roland for the great camera work and Jack Nilsen for the Accurate gear

Nice Bluefin Tuna!

Beautiful early morning on the beach and new delivery of WSB in the afternoon. Over 1100 potential new members of the lo...
11/08/2019

Beautiful early morning on the beach and new delivery of WSB in the afternoon. Over 1100 potential new members of the local population. Our crew will be taking good care of them while they grow over the next several months. Continued great work from Hubbs Seaworld and CCA California!

Sportfishing Financial sponsored two day trip on the Liberty scored quality YF and BF tuna with a small group of friends...
11/06/2019

Sportfishing Financial sponsored two day trip on the Liberty scored quality YF and BF tuna with a small group of friends and clients. Great job by the Liberty crew and thank you to Jack Nilsen and Accurate for their demo gear and jackpot rod and real prizes!!

Address

30448 Rancho Viejo Road, Ste 105
San Juan Capistrano, CA
92675

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Sportfishing Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sportfishing Financial:

Share