Well-Traveled Wealth

Reviews Summary

Clients consistently praise the team for their expertise, trustworthiness, and personalized service. Many highlight long-term satisfaction, emphasizing clear communication, tailored financial strategies, and a genuine commitment to clients' best interests. The firm’s professionalism, warmth, and dedication to education instill confidence, particularly in retirement planning. Reviews frequently mention peace of mind, responsive support, and a strong sense of partnership. The overall sentiment reflects deep trust and appreciation for the team’s guidance in achieving financial security.

About This Listing

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.*

Contact Information

Address

9191 Towne Centre Dr #370

San Diego, California 92122

Phone

+1 858-880-0356

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 9AM-5PM

Tuesday 9AM-5PM

Wednesday 9AM-5PM

Thursday 9AM-5PM

Friday 9AM-5PM

Saturday Closed

Customer Reviews

Arlene has been my financial advisor for several years and I have been extremely happy with her service. I believe her to be trustworthy, extremely knowledgeable, and has integrity. She is friendly and personable, while being professional to deal with. She takes her time to ask you questions regarding your goals, then discusses what options are available to you and explains each option to you. I never feel like I am being rushed while talking to her. If a question should arise and I call her she always ret

Back in 2013, I was desperately in need of formulating a wealth-management strategy after many years of putting it off to some time in the future when I really ?needed? it. Mistake! Life changes and it behooves one to have a plan to follow that reduces waking up in the middle of the night with financial worries. Todd, and then Yesenia, have been a major influence and support in my recent transition into retirement life. I saved tremendous taxation via investment strategies once I left the workforce that I

I can't recommend this group strongly enough. Yesenia has been my financial planner for almost 20 years, ever since I was a new teacher and had almost no money. She got my family's finances organized and has stayed with us ever since to keep us on track. With Well-Traveled Wealth, we were lucky enough to add Todd to the mix along with the rest of their amazing staff. They have helped our family to grow our wealth and helped my husband to retire early. They take the time to get to know you personally and tai

I have been investing with Well Traveled Wealth for several years and have always felt comfortable with their strategies for me. They explain things well and clearly. We meet for an annual review of my accounts but when needed Yesenia contacts me to give me updates or recommendations that are more time sensitive or need immediate action. Several years ago I advised my husband to start working with Yesenia and Todd because I have always been so comfortable and confident working with them.

My wife and I were lucky enough to learn of Well-Traveled wealth from some friends who have been clients for a while. After a year and a half as their clients now, we feel smart and secure with what our money is doing and how all the numbers work. Todd and Yesenia take the time to share with us and answer all our questions. Their warmth and care as people is so nice and their professionalism on top of that make us confident that we are with the right firm.

We have been clients of Well-Traveled Wealth for close to 10 years now. We have found our agent, Arlene Dimitian, to be extremely knowledgeable in the areas of retirement savings, estate building and distribution of assetts. She is always courteous, easy to reach and extremely professional in her interactions with us. We highly recommend her and the Well-Traveled Wealth Company.

To start with I'd like to say that Arlean is fantastic! I had a 403B with another company who just couldn't find the time to call me back. I was trying to get ready to retire ( I was 10 years away ) Arlean got me on the right track and for the first six months she checked in with me making sure that I was comfortable with what was going on. She truly is a partner in keeping us financially stable, and on the right track. Complete understanding of what our needs are. We truly are enjoying our retirement becau

My husband and I have been working with Todd and Yesenia Beckmann with Well Traveled Wealth, for several years preparing for retirement! Our meetings have been very educational and kept us fully in the loop on our progress. They are extremely dedicated, patient, and share their extensive knowledge to ensure we understand the necessary steps to reach our goals. Our retirement time is finally here! Todd and Yesenia have helped us feel excited and confident about our future. It's time to travel!! If you're

Well Travelled Wealth has managed our retirement accounts for many years. Todd and the entire staff are dedicated in overseeing our long term financial well-being with professional, knowledgeable and pertinent financial advice. We appreciate their service immensely!

I don't know what I'd do without Arlene Dimitian's financial guidance. She respects my need for simple, basic, to-the-point information. As an artist and retired arts educator, Arlene makes finances understandable without condescension so I know that she is thoughtful in addressing my needs specifically without feeling judged. After every meeting with Arlene, I feel understood and supported in the decisions that are made. Her solid knowledge of finances and her warm personality make it very easy for me to a

Especially in these chaotic times, it is such a blessing to be cared for by the excellent team of Well Traveled Wealth. I've been with them for more than two decades now. I never have to worry if I'm doing the best thing with my money. I know they have my best interests at heart. It gives me great peace of mind.

Well-traveled Wealth is a fantastic financial adviser organization. We have trusted founders Todd and Yesenia with our retirement funds management for years and we are now enjoying the fruits of our joint labors in a comfortable retirement. They take the time to understand all of your goals and provide a solid path to success. They clearly love what they do and work hard to stay educated and up to date on all aspects of the business.

The team at Well Traveled Wealth is top notch. I have known Todd and Yesenia since 2017. They manage my retirement account and have done fantastic work. I appreciate their guidance but even more importantly I trust their integrity/character. They have a wonderful support team and am thankful our paths crossed years ago.

Arlene has help us transition from working to retirement. She help us with our investment for retirement for more than 5 yrs. She is always answer most of our investment needs. The whole staff is always helpful and friendly whenever I call the office.

The team at Well-Traveled Wealth has been nothing short of amazing and great to work with. When finding someone to discuss your financial future with you want someone you can trust and feel comfortable with. Todd and Yesenia are exactly that. Honest, trustworthy, and just all around fantastic people. We have been so happy having them by our side and looking out for our best interests as we navigate the future towards financial security. We look forward to many more years to come. Thank you!

Todd and Yesenia proved to be exceptional financial planners, demonstrating a keen ability to understand our requirements and desires. Their efforts extended beyond mere service, they took the time to thoroughly educate both my wife and me on the path to achieving our financial aspirations. Investing with Well-Traveled Wealth has been invaluable, consistently surpassing our expectations and solidifying our trust in their expertise.

I've been working with Todd Beckmann for over 10 years, and I couldn't be more satisfied. He's knowledgeable, professional, and truly cares about helping me achieve my financial goals. His advice is always clear, well thought-out, and tailored to my needs. Thanks to his guidance, I feel confident and secure in my financial future. I highly recommend Todd Beckmann to anyone looking for expert financial planning!

I've had the opportunity to work with Well-Traveled Wealth for several years. I appreciate always being kept up to date with my accounts, the current market trends and any future forecasts. Their communication, attention to detail, and oversight of my portfolio is terrific.

For more than a decade, we have had the privilege of being clients, and the experience has been nothing short of extraordinary. Throughout this time, they have been our navigators through the complex journey of not one, but two home acquisitions, in addition to other significant financial decision. Their unwavering dedication and expertise have earned our complete confidence. We are reassured by the knowledge that they provide is always rooted in a deep commitment to our welfare and tailored to our specific

April 30, 2024 Hello! I have my money invested with the professionals at Well-Traveled Wealth? Todd, Yesenia, Emily, etc.! They send out a monthly newsletter, to keep clients informed on what is going on in the market, personal happenings, informational videos, and employee highlights! I just read the April newsletter, which I loved, and it prompted me to write this review! I especially enjoyed the personal picture of Todd with his brother and dad out fishing! Also, I read all about the office manager,

I have invested with Todd for many years saving for retirement. I can honestly say with out his guidance I would never have been on the path of saving and investing in my future. Would highly recommend this company to anyone. Their whole team is outstanding and very easy to work with.

Claudia is amazing. We trust her and really enjoy working with her.

Todd and the Staff at Well Traveled Wealth are very professional and knowledgeable. Thanks for all you hard work

Top notch. Professional. Personable. Very responsive when we need assistance.

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.