Marine Street Financial is a financial advisory and wealth management firm based in La Jolla, California. They focus on guiding individuals, families, and businesses toward their financial goals with personalized, flexible, and comprehensive strategies.
Founded in 2013 by Perry Bacon, Daniel Racicot, and Conor Fitzpatrick—who combined their Morgan Stanley experience—the firm offers tailored solutions such as retirement planning, estate planning, 401(k) distribution options, college savings plans, IRAs, insurance, and investment management. All these services are designed to fit your unique financial journey.
What Makes Marine Street Financial Unique
Marine Street Financial stands out because of its client-first approach backed by LPL Financial, one of the nation’s most recognized financial service providers. This partnership gives clients access to expert advice and a broad range of investment products tailored specifically to their needs.
Whether you’re starting to plan for retirement, funding education for your children without risking your own financial security, or managing a business succession plan, Marine Street Financial’s team is ready to help create a plan that stays as adaptable and dynamic as life itself.
Meet the Team
The team at Marine Street Financial includes experienced professionals such as President Perry Bacon, Chief Investment Officer Daniel Racicot, Chief Financial Officer Conor Fitzpatrick, and Financial Advisors Charles Mackay and David Wiley. Their combined knowledge and passion create plans that don’t just manage money but help build futures.
Approach to Financial Planning
Good advice is more than just recommendations—it’s about listening, understanding your dreams, and simplifying complex financial decisions. Marine Street Financial reviews your entire financial picture to help you stay focused and confident. They offer flexible advisory programs and educate clients on important matters like tax-efficient retirement withdrawals and estate planning. Their goal is to clear the fog and bring clarity to your financial world.
Services Offered
Here’s a quick overview of what Marine Street Financial can do for you:
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Retirement Planning: Assistance with IRA options, 401(k) rollovers, and strategic withdrawals to keep income steady and tax-efficient.
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College Savings: Guidance on 529 plans and trusts so you can finance education without compromising your retirement.
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Estate Planning: Helping you control your assets and legacy with straightforward professional support.
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Insurance Solutions: Protecting your family, business, and legacy through smart insurance planning.
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Business Advisory: Customized employee benefits, insurance, and succession planning tailored for business owners.
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Investment Management: Flexible advisory programs allowing you to decide the level of involvement in managing your portfolio.
These services are delivered with a mix of professionalism, warmth, and expertise, making financial planning approachable rather than intimidating.
Ready to take control of your financial future? Marine Street Financial is here to make your financial goals easier to reach. Visit their website to learn more about their services or schedule a consultation. Their team is eager to help you build a plan that fits your life—not the other way around.
Contact Information
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Phone: (858) 754-3501
Whether you’re ready to start investing, prepare for retirement, or secure your family’s future, reach out today. At Marine Street Financial, your goals come first—and their experts are ready to help you get there.
Source: marinestreet.org
Header Image Source: marinestreet.org
