03/17/2026
PTM Financial, LLC.
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PLAN-THRIVE-MATTER There are many risks out there and proper planning can be the difference between surviving and thriving. Member FINRA/SIPC.
At PTM Financial our focus is to assist our clients as they make sound, well thought-out decisions about their finances, their life, their
purpose, and their legacy. Whatever your goals are, or your life purpose may be, we are here to help you design and implement a clear Plan so you may Thrive in all your life changing events and ultimately Matter in ways that are truly meaningful to you. It will
03/17/2026
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Merry Christmas!
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Today we pause to remember September 11th—honoring the lives lost, the heroes who rose in courage, and the resilience that continues to unite us. We will never forget.
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Happy Labor Day. We appreciate the trust you place in us and wish you a safe and enjoyable holiday weekend.
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Happy Independence Day!
06/15/2025
Wishing you a day filled with joy, appreciation, and the people who matter most.
05/26/2025
Honoring the heroes who gave everything. May their courage and sacrifice never be forgotten.
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Have A Wonderful Mother’s Day!
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Website
Address
12348 High Bluff Drive, Suite #240
San Diego, CA
92130
San Diego, CA
92130
Opening Hours
| Monday | 7:30am - 4:30pm |
| Tuesday | 7:30am - 4:30pm |
| Wednesday | 7:30am - 4:30pm |
| Thursday | 7:30am - 4:30pm |
| Friday | 7:30am - 4:30pm |