Accounting Firm

Fleetridge Financial, Inc.

Southern California tax, consulting and investment management firm with offices in Encinitas and San Diego

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TrustList summary

Fleetridge Financial, Inc. is a financial services firm in Southern California offering tax work alongside advice and management of investments. It operates from two offices, one in Encinitas and one in San Diego, and puts an emphasis on keeping clients compliant with the law.

Products and services

Tax preparation: preparing returns for clients.
Tax resolution: help sorting out tax problems and disputes.
Business consulting: advice for business owners on running and structuring their affairs.
Investment management: managing client investments.
Asset management: oversight of client assets.
Fiduciary services: acting in a fiduciary role on clients' behalf.

Who it works with

The firm serves individuals and businesses, and sends a service proposal to each client before any work begins.

Key facts

Based in: Encinitas and San Diego, California, United States
Engagement: a written service proposal is given before work starts

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Fleetridge Financial, Inc. is ranked on 1 TrustList ranking at #40.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Fleetridge Financial, Inc. has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#40of 25
San diego
Its profile: “It operates from two offices, one in Encinitas and one in San Diego, and puts an emphasis on keeping clients compliant with the law.”
Of the 25 here, 31 also cover tax and 25 also cover accounting; 12 also work in California and 3 also work in Los Angeles.
Behind Encore Partners LLP, ahead of Gary M. Zweig, CPA.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks