LPL Financial
47yrs
Top advisor by experience in San Diego
4yrs
Daniel Testa
Financial advisor at Cetera Investment Advisers
Daniel Testa is a fiduciary financial advisor in San Diego, California, with 4 years in the industry. Daniel joined Cetera Investment Advisers in 2026, after a year at Navy Federal Investment Services and a year at Edward Jones. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1060 University Ave, Suite A101, San Diego, CA 92103
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowCetera Investment Advisers LLCCurrent firm
- Nov 2025 – Jun 2026Navy Federal Investment Services, LLCPreviously
- Nov 2024 – Oct 2025Edward JonesPreviously
- Dec 2022 – Oct 2024MerrillPreviously
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 1060 University Ave, Suite A101San Diego, CA 92103Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Testa. Daniel works from the San Diego, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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