What departments does One Degree Advisors have?

One Degree Advisors has employees across 1 departments including Finance.

What is the largest department at One Degree Advisors?

The largest department at One Degree Advisors is Finance with 2 employees.

Where are One Degree Advisors employees located globally?

One Degree Advisors has employees across 1 continents and 1 countries including United States Of America.

How has One Degree Advisors's team size changed over time?

One Degree Advisors's team has decreased from approximately 13 to 10 employees based on available data.

One Degree Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

One Degree Advisors is a financial services firm that provides financial planning and advisory services. It serves individuals seeking to optimize their lives through the resources they have. The firm aims to align clients' money with their personal goals and long-term well-being.

Based in San Diego, California, the practice operates as a small advisory team. The firm has earned regional recognition, including being named among the best financial advisors in San Diego in 2023 by Expertise.com.

One Degree Advisors Global Highlights

North America
23

United States Of America
23

One Degree Advisors's Leadership

W. P.
Chief Financial Officer
Mobile Phone
Email
J. C.
Partner
Mobile Phone
Email
C. P.
Production Manager / Loan Officer
Mobile Phone
Email
K. A.
Branch Manager
Mobile Phone
Email
S. G.
Branch Manager
Mobile Phone
Email
J. T.
Financial Advisor
Mobile Phone
Email
T. M.
Loan Officer Assistant
Mobile Phone
Email

One Degree Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other

Contact profiles from One Degree Advisors

Name

Title

Contact Info

Location

Last Update

J. C.
Partner
Mobile Phone
Email
Oct 22, 2024
W. P.
Chief Financial Officer
Mobile Phone
Email
Oct 17, 2024
C. P.
Production Manager / Loan Officer
Mobile Phone
Email
Jul 02, 2024
K. A.
Branch Manager
Mobile Phone
Email
United StatesIdaho
Nov 12, 2024
S. G.
Branch Manager
Mobile Phone
Email
Oct 22, 2024
J. T.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
T. M.
Loan Officer Assistant
Mobile Phone
Email
United StatesIdaho
Oct 22, 2024

Frequently Asked Questions

What is One Degree Advisors known for?

One Degree Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 8880 Rio San Diego Drive Suite 1000 San Diego, California 92108 United States; you can contact the main corporate office by phone at

+1-619-282-****

. Explore One Degree Advisors's company overview page for more information.

What is One Degree Advisors's most common email format?

One Degree Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Degree Advisors email formats with LeadIQ.

How many employees does One Degree Advisors have currently?

One Degree Advisors has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are One Degree Advisors's key employees and leadership?

As of July 2026, One Degree Advisors's key employees include:

Chief Financial Officer: W. P.
Partner: J. C.
Production Manager / Loan Officer: C. P.
Branch Manager: K. A.
Branch Manager: S. G.

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One Degree Advisors Employee Directory

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