San Diego Financial Advisor for H.E.N.R.Y.s & Business Owners
BAS Financial provides a centralized approach to wealth, helping high-earning professionals and entrepreneurs bridge the gap between a high income and a lasting legacy. Based in San Diego, working with clients nationwide.
Start here
Pick the one that sounds like you
Both lanes have their own page. This one only exists to get you to the right one.
I earn well
High income doesn't always mean financial freedom.
If you earn too much to be “average” but don't feel wealthy yet, you're a H.E.N.R.Y., High Earner, Not Rich Yet. We help San Diego's high earners turn equity compensation, tax complexity, and strong income into one coordinated wealth strategy.
I own a business
Your business is your biggest asset. Let's protect its value.
Most business owners have over 80% of their net worth tied up in their company, with no formal plan for what it's worth or how to protect it. The San Diego Business Owner Blueprint coordinates your retirement plan, tax strategy, key person protection, and eventual exit into one integrated strategy.
How we work
Education-first, and coordinated
Not a single product, a coordinated plan.
Step 1: Education-first planning
We explain the reasoning behind every strategy before recommending it, no jargon, no pressure, no assumptions about what you already know.
Step 2: Centralized coordination
Your CPA, attorney, and other advisors, working from the same plan. One person accountable for how every piece fits together.
Step 3: A clear path forward
A plan you actually understand, so decisions about your business, your equity, and your family feel like your own, not a black box.
See the full planning approach →
We help San Diego's high earners and business owners turn strong income into lasting, coordinated wealth.
Ready to talk?
A complimentary conversation, with no obligation. If a lane above already sounds like you, that page is the better place to start.
Book a consultationA 30-minute call. No document gathering beforehand, and no obligation afterwards.