Capital Analysts of San Diego LLC

Nautica Wealth Advisors believes in building a strong relationship with our clients that serves as a foundation for a lifelong partnership in financial planning. We are committed to honest and open communication that places you at the center of your financial plans, understanding that each person’s life situation is unique. Whether you are looking for a financial advisor to provide a single service or you are seeking comprehensive financial planning, Nautica Wealth Advisors is here to help.

Saxton Mortgage, LLC (NMLS #1717191) is a leading mortgage banker/broker operating nationwide, specializing in a wide range of mortgage solutions. We've quickly become a trusted name in the industry, offering personalized lending options to meet diverse financial needs. Our expert team provides exceptional service for various mortgage types, including conventional, jumbo, USDA-RD, VA loans, and HECM reverse mortgages. We excel in home refinancing, renovation lending, and adjustable-rate mortgages, catering to clients across the nation. As financing consultants, we guide you through the complex mortgage landscape, ensuring you find the best loan option.

As a member of the Communications Workers of America union, we are in a unique position that has allowed us to establish relationships with many CWA Locals throughout California. In order to address the planning and investment needs of CWA union members, we have established the Coghlan Financial Group Network, which includes advisors in regional offices throughout California. Advisors affiliated with the Coghlan Financial Group Network specialize in financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial integration. In working with CWA Locals and members, we have a number of services available at our many locations. One such service is our Retirement Planning Review, which is a complimentary report open to all CWA members. This service includes a thirty page comprehensive analysis that helps you determine whether or not you can properly meet your income needs at retirement. Another unique service is our complimentary 401 ( k ) Allocation Analysis, which is a detailed appraisal of your current 401 ( k ) plan allocation and suggests where adjustments should be made if needed. This service includes current 401 ( k ) options as well as any accounts outside of the company plan, such as retail or IRA accounts that may need to be analyzed.Please refer to the listing below to find your specific Local and for information on the office and advisors that service your area. If your Local is not listed, please contact us at ( 800 ) 884-5121 or send_us_an_email for additional information.