San Diego Financial Advisor for Business Owners & H.E.N.R.Y.s | BAS Financial

Integrated Wealth Coordination for San Diego Business Owners & HENRYs

Located in the heart of Sorrento Mesa, BAS Financial provides a centralized approach to wealth. We help high-earning professionals and entrepreneurs across San Diego County bridge the gap between a high income and a lasting legacy through our education-first planning model.

20+ Years Experience

Forbes Best-In-State 2023–2026⁽¹⁾

CEPA™ & ChFC® Certified

FINRA BrokerCheck Verified

Not Ready to Schedule a Call? Start Here.

A complimentary consultation is a big first step. If you'd rather get oriented first, pick the option below that sounds most like you and get a short, no-obligation resource built for your situation.

I'm a Business Owner

Your business is likely your largest asset. Get the San Diego Business Owner Financial Checklist — six areas to check in under five minutes.

Get the Business Owner Checklist

Complimentary · No obligation

I'm a High Earner (HENRY)

Strong income, complex equity comp, and not sure it's all working together? Start with the San Diego HENRY Strategy overview.

Explore the HENRY Strategy

Complimentary · No obligation

Just Exploring

Not ready for either of those yet? Get our complimentary e-newsletter for ongoing, education-first financial insights — no pressure, no pitch.

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How We Help You Make Confident Financial Decisions

A centralized, education-first approach built for San Diego's business owners and high-earning professionals — 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 Our Full Planning Approach

Comprehensive Financial Planning for San Diego Business Owners & Professionals.

At BAS Financial, we specialize in comprehensive financial planning designed specifically for business owners and H.E.N.R.Y.s in San Diego who are focused on building, preserving, and transitioning wealth. Whether you're scaling a company, navigating complex tax decisions, or simply looking to gain clarity around your financial future, our team delivers customized strategies to meet your unique needs.

Schedule Consultation

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.

Explore the Business Owner Blueprint

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.

Explore The HENRY Strategy

Bradly Stevens, Founder of BAS Financial

Bradly Stevens, MBA, CEPA™, ChFC® Founder, BAS Financial

For nearly two decades, we've helped San Diego's high earners and business owners turn strong income into lasting, coordinated wealth.

Who We Serve

High-earning professionals (H.E.N.R.Y.s) and business owners building, protecting, and transitioning wealth across San Diego County.

Education-First Advice

Transparent, objective guidance explained before it's recommended — never assets managed in a vacuum.

One Centralized Coordinator

A single point of oversight aligning your professional and personal financial goals — not another silo to manage yourself.

Check Your Financial Health

Get a quick, complimentary summary of your financial health with our online tool — no obligation, takes just a few minutes.

Get Started

Ready to Talk?

Call, email, or schedule online — whatever's easiest, we're here for a complimentary conversation.

Call Us

(858) 335-4945

Email Us

BStevens@BAS-Financial.com

Schedule Online

Book a Time

Entrepreneurs and professionals may need more than retirement strategies. We can help you…

Create a Wealth Management Strategy

Specialized financial guidance for your goals.

Manage Risk

Help your family and finances at every stage of life.

Anticipate Major Transitions

Get guidance if you see change ahead.

Think Retirement

It's never too early to start thinking about your future.

Our Services

Specializing in the unique needs of peak career professionals.

First-Time Investors

Overcome market hesitancy with education and guidance.

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Business Owners and Entrepreneurs

From construction firms and defense contractors to tech startups and professional services practices — we built The San Diego Business Owner Blueprint to help owners build, protect, and eventually transition the wealth tied up in their business. Retirement plans, tax strategy, key person protection, and personal wealth — coordinated around your business, not separate from it.

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Wealth Management

Wealth management consultation.

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Insurance Approaches

Design to fit you and your family.

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Estate Strategy

Support for every phase of life.

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Retirement Strategies

One critical financial milestone.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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