Multi-office financial planning and investment management firm at 1033 B Ave, Suite 105, Coronado, CA 92118, with additional California locations in San Diego, La Mesa, and Temecula. Invicta Financial Group serves families and businesses across the U.S. using a holistic, values-centered approach to financial planning — covering estates, retirement planning, and corporate finance. The firm is designed around dedicated adviser-client relationships, with each adviser focused on a defined number of client families to ensure personalized attention. Office hours Mon–Thu 8:30am–5pm, Fri 8:30am–4:30pm; by appointment at the Coronado location. For other financial planners at this same 1033 B Ave address, CMG Mortgage and Edward Jones advisor Hayley Beard are also based in this building.