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New Financial Services Businesses in San Diego, CA

10 financial services businesses recently registered in San Diego, California.

Updated August 19, 2026 · Most recent business filing Aug 6, 2026

10
Total Filings
Aug 6, 2026
Most Recent
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About Financial Services Businesses in San Diego

This page lists new financial services businesses registered in San Diego, California. We currently track 10, sourced directly from the California Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Point Break Financial, RMZ Financial Services, and AK Financial Group. The most recent financial services business filing was on Aug 6, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in San Diego, this is one of the freshest prospect lists in the market.

Use recent financial services registrations in San Diego as a timing signal, then qualify each company by formation date, website, and verified contact availability.

Explore fresh financial services business leads →

All Filings

Point Break Financial

Aug 6, 2026
Financial ServicesVerifiedSan Diego, CA

Point Break Financial offers debt relief solutions, as stated on its website. The business is located in Las Vegas, NV, and operates under the Point Break brand. The LLC filing lists a San Diego address, which may be a registered agent or secondary location, but the core business appears to be debt relief services.

RMZ Financial Services

Jul 27, 2026
Financial ServicesVerifiedSan Diego, CA

RMZ Financial Services LLC, based in San Diego, CA, offers financial services including financing, immigration assistance, and tax preparation.

AK Financial Group

Jul 21, 2026
Financial ServicesVerifiedSan Diego, CA

AK Financial Group is a wealth management firm based in Irvine, California, offering personalized financial planning and investment management services. The website emphasizes life-well-planned through comprehensive financial guidance with a team of experienced advisors. They provide support for retirement planning, investment strategies, and long-term financial help, as indicated by their site content and team profiles.

Summit San Diego

Jul 14, 2026
Financial ServicesVerifiedSan Diego, CA

Summit San Diego is a financial services firm specializing in structured settlements, operating out of San Diego, CA. Their website offers contact information and emphasizes planning for financial futures. They appear to be a small, locally-focused business.

Advice-Only Planners Association

Jul 2, 2026
Financial ServicesVerifiedSan Diego, CA

Based at 1455 Frazee Rd Suite 500 in San Diego, the business serves as a directory and referral network for advice-only financial planners.

Mpire Financial Group

Jul 2, 2026
Financial ServicesVerifiedSan Diego, CA

Mpire Financial Group offers mortgage and business loan services, with a focus on small business loans to enterprise ventures. The company is based in Orlando, FL, and has been operating for over 25 years, as indicated on their 'About Us' page.

JFW Capital

Jun 12, 2026
Financial ServicesVerifiedSan Diego, CA

JFW Capital LLC is a capital and consulting company based in Prince George, Virginia, as indicated by its website. It is registered as a federal contractor with a CAGE code. The LLC filing lists a principal address in San Diego, California, suggesting either a secondary location or registered agent.

KP Wealth Advisors

Jun 11, 2026
Financial ServicesVerifiedSan Diego, CA

KP Wealth Advisors LLC is a financial planning and wealth management firm based in San Diego, California. It offers expert financial planning, investment strategies, and retirement solutions to help clients build long-term wealth.

Lantzman Lending

Feb 11, 2026
Financial ServicesVerifiedSan Diego, CA

Lantzman Lending, operating as Lantzman Management, Inc., is a hard money lender based in San Diego, CA. It provides fast funding for real estate investors, primarily in California and Nevada. Loans start at 8%. The business is located at 11696 Sorrento Valley Road.

VG Capital

Oct 3, 2025
Financial ServicesVerifiedSan Diego, CA

VG Capital Financial Services, LLC is a wealth management firm based in Stockton, CA, offering financial planning and investment advisory services. The website details behavioral finance and the team, confirming an active financial services business.

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