Van Nostrand Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Van Nostrand Wealth Management, Financial planner, 11440 W Bernardo Court, Suite 204, San Diego, CA.

Van Nostrand Wealth Management is an independent wealth management firm providing wealth management and financial planning services in San Diego, CA & Austin, TX

09/07/2025

Bad Jobs Report = Good for Stocks??? Why You Shouldn’t Trade on Headlines content on this site is for information purposes only. Opinions expressed herein are solely those of Van Nostrand Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

08/14/2025

content on this site is for information purposes only. Opinions expressed herein are solely those of Van Nostrand Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Photos from Van Nostrand Wealth Management's post

04/04/2025

We are very excited to share that Grant Van Nostrand has passed the 1st of 3 exams towards becoming a CFA Charterholder. We are very proud of all the hard work Grant has put into preparing for this exam and are very grateful to have him on the team!

“Acquiring the CFA charter gives a sense of mastery of what there is to know in finance, as well as a sense of confidence. It is well recognised on a CV, and it gives a well-grounded base for those pursuing any career in finance.”
- Annalisa Caresana, CFA
Vice President Training Specialist,
Professional Development and Training, EMEA, Moody’s

What is a tariff and how does it work? | Fidelity

04/03/2025

Great explanation on tariffs and how they impact the market.

What is a tariff and how does it work? | Fidelity A tariff is a tax on imported goods. Here's what you need to know about tariffs and how they may affect you.

01/22/2025

Exciting news out of VNW - Garrett has passed the 2nd out of 3 exams for becoming a CFA charterholder. The CFA charter is the gold standard for the investment industry. As Franklin Templeton’s President Jenny Johnson put it, “You can hire people with an MBA, but you don’t necessarily know that one MBA is the same as another MBA. Whereas if you hire investment professionals with a CFA, you absolutely have confidence at the level of qualification.”

01/21/2025

Informative Article

10 Biggest Expenses in Retirement Travel? Dining? Sure. Don’t forget the electric bill

11/02/2024

Last week’s company retreat to SoFi. Thanks to our compliance consultant/lifelong Vikings fan Kingston for joining us! To sum up the game, the actual Vikings were smart not to put facemasks on their helmets

10/30/2024

Roth Conversions

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Van Nostrand Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

09/27/2024

Why a HSA is one of the most powerful tax savings tools available to you

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Van Nostrand Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

09/24/2024

Why a 529 Plan can save you thousands in college savings

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Van Nostrand Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Location

San Diego

Telephone

+18584875195

Website

https://vnwealth.com/, http://vnwealth.com/resources

Address

11440 W Bernardo Court, Suite 204
San Diego, CA
92127

Opening Hours

Monday	8am - 5:30pm
Tuesday	8am - 5:30pm
Wednesday	8am - 5:30pm
Thursday	8am - 5:30pm
Friday	8am - 5:30pm
Saturday	8am - 1pm