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Wealth & Wisdom Partners

Wealth & Wisdom Partners

Reviews Summary

The majority of reviews praise Wealth & Wisdom Partners for their professionalism, trustworthiness, and long-term financial guidance. Many clients highlight decades of satisfaction, emphasizing personalized service, responsive communication, and confidence in their investment strategies. A few negative reviews accuse the company of fraudulent practices, but these are outliers amid overwhelmingly positive feedback. The consensus is that the firm provides reliable, client-focused financial advice with a strong track record.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Contact Information

Address

3517 Camino del Rio S UNIT 410

San Diego, California 92108

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-3PM
Tuesday Closed
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday Closed
Saturday Closed

Customer Reviews

I have being doing business with Wealth & Wisdom Partners since the latter part of 1991. During the ensuing years I have relied on Wealth & Wisdom Partner to guide me through my financial investments. Without a doubt Mr. Lee Lopez (now deceased) and Traci Havey, the current President of Wealth & Wisdom Partners have been absolutely outstanding in explaining the "in's and outs" of the financial investment world. Traci, like Lee, will take the time to review my investment portfolio in person as well as on the

Wealth and Wisdom Partners is a great company to work with!! The staff is professional, welcoming, patient and thorough with their explanations of everything we do with them! We have worked with them for almost 20 years and have always felt confident with their guidance and up-to-date knowledge about finances and building our portfolio and financial plans, which continue to be adjusted at every stage of our lives. We feel like family and trust this company with our future!

Wealth and Wisdom Partners is a reputable agency. They are quick to respond when we have questions, and adept when helping us manage our retirement vehicles. Traci and her staff are consummate professionals, always keeping their client in mind when presenting retirement recommendations. They have never forced us to do anything, and do not engage in high-pressure sales. I highly recommend them to anyone looking for retirement options.

. Wealth and Wisdom Partners is a great company. We have been with Traci since we retired 20 years ago. They have always been there for us. They are prompt, responsive and always give the best advice. They have helped make us financially secure.

I so appreciate Traci and the Team at Wealth and Wisdom. They are professional, personable, and trustworthy. I feel confidant with the way they have managed my finances and helped me make a profit. They are always available and I experience a good relationship with them which is important to me. Elyesse Uhler

We've been with Traci and the Wealth and Wisdom group for over 20 years. They've been great from day one. They helped us to escape a world of debt to a place of security in retirement and legacy for our grandchildren. Personal attention to our needs and future make them special. Thanks to Traci and Lee for sharing their wisdom along this journey. God bless them all.

I have been a very satisfied client dealing with the partners and staff of Wealth & Wisdom Partners since the late 1960's. It had been known as other names during its history but the constant was the high integrity of the initial partner who insisted the same high integrity of his subsequent partners and staff. As the initial partner passed, I know his high business philosophy continues. During my tenure with WWP, family members and friends have taken advantage of services and products offered by WWP. A

We have been working with Traci Harvey for several years and totally trust her guidance and professional financial guidance. She is very responsive to any inquiries we may have and we believe she gives us solid financial advise. Tony ????

I trust this company implicitly! I have referred many clients! Wealth & Wisdom is most certainly NOT a sham! They are always available for their clients. They concern themselves with the best future plan for each & every client they work with. I will continue to trust Wealth & Wisdom with my investments & refer new clients.

This is a scam business run by disreputable people. I personally recommend that you Do NOT give them your money. I am turning them in for tax evasion and securities fraud. Their business model is a scam based on a reverse mortgage scheme. There are plenty of great ways to invest your money. This is not one of them.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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