Financial Advisors
San Diego, CA
One Degree Advisors is a fee-only financial advisory firm in San Diego specializing in comprehensive wealth management for clients seeking personalized, values-aligned financial planning. Led by founder Janice Thompson and CEO Anthony Saffer—both CFP® certified—the firm offers retirement planning, investment management, tax planning, estate planning, family legacy planning, and social security optimization. They distinguish themselves through their "Compass System," a holistic process that starts with understanding clients' core values and life goals, then builds and continuously monitors tailored investment strategies using evidence-based, globally diversified portfolios.
Ideal for: Individuals approaching or in retirement, high-net-worth families seeking values-aligned planning, business owners planning succession, people navigating major life transitions
Service area: San Diego, California and surrounding areas
Fee-Only Model: Transparent, commission-free pricing ensures advice is based solely on your financial interests, not product sales or commissions.
Compass System Process: A structured, step-by-step approach that begins by understanding your personal values and "why," then builds a fully personalized plan with continuous monitoring through life changes.
Experienced Team: Multiple CFP® certified advisors with decades of combined experience in retirement income planning, tax optimization, and family legacy strategies.
Address: 8880 Rio San Diego Dr # 1000, San Diego, CA 92108
Phone: (619) 282-3288
Website: onedegreeadvisors.com
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