Meridian California Financial

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7060 Miramar Rd
San Diego, CA 92121
+1 (858) 566-7334
https://meridianfinllc.com

Meridian California Financial is a boutique multi-family office located in San Diego, CA, dedicated to managing the complexities of financial lives for discerning families and individuals. Founded in 2018, the firm offers comprehensive family office services that focus on clarity, confidence, and personal connection, ensuring clients can effectively navigate their financial operations and life transitions with peace of mind.

Distinguished by its commitment to personalized service and objectivity, Meridian does not offer tax or investment advice, allowing it to operate independently from wealth management subsidiaries. Its team of experienced professionals provides specialized support in areas such as multi-generational financial planning, cash flow modeling, and oversight of significant transactions, fostering deep relationships built on trust and transparency.

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