Your San Diego Real Estate Partner

At CASABLANCA REAL ESTATE & FINANCIAL SERVICES, we provide comprehensive real estate solutions tailored to the unique dynamics of the San Diego market. Our integrated approach connects your property goals with sound financial strategy.

Residential Expertise

From first-time homebuyers in Mountain View to luxury property investors, we guide you through every step of buying, selling, or managing residential properties in San Diego's diverse neighborhoods.

Commercial Solutions

We assist local businesses and investors with commercial property transactions, lease negotiations, and investment property management throughout the San Diego area.

Integrated Financial Planning

Unlike traditional real estate agencies, we combine property expertise with financial advisory services, ensuring your real estate decisions align with your broader financial objectives.

Local Market Success

Our deep understanding of San Diego's evolving real estate landscape—from the 92113 area to coastal communities—enables us to provide actionable insights and maximize value for our clients.

Call (619) 239-8840

Office Hours: Mon-Tue 10:00 am - 4:00 pm

Visit us at 935 S 35th St, San Diego, CA 92113

CASABLANCA REAL ESTATE & FINANCIAL SERVICES expert advising clients on San Diego real estate and financial investment opportunities

Why San Diego Chooses Casablanca

  • Local market expertise with neighborhood-specific knowledge
  • Seamless integration of real estate transactions with financial planning
  • Personalized service focused on long-term client relationships
CASABLANCA REAL ESTATE & FINANCIAL SERVICES advisors providing expert financial planning and investment management in San Diego

Your San Diego Financial Partner

At CASABLANCA, we provide comprehensive financial planning and advisory services designed to work seamlessly with your real estate goals. Our approach is straightforward, personalized, and focused on your long-term prosperity in the San Diego market.

Financial Planning & Investment Management

We develop tailored strategies for retirement, wealth growth, and asset management, using clear language free of complex jargon.

Integrated Real Estate & Financial Strategy

Your property decisions are part of your overall financial picture. We ensure your real estate investments align with and enhance your broader financial plan.

Client Benefits

Experience a unified advisory relationship. Gain clarity, reduce financial stress, and make confident decisions with a local team that understands both your portfolio and the San Diego market.

Ready to build a stronger financial future? Speak directly with our team.

Call (619) 239-8840

Mon-Tue: 10:00 AM - 4:00 PM

Visit: 935 S 35th St, San Diego

The Power of Integration

Your real estate and financial decisions are deeply connected. At Casablanca, we provide a unified strategy for San Diego clients, ensuring every investment and transaction supports your broader financial goals.

Seamless Strategy

We bridge the gap between property assets and financial planning. This holistic view prevents costly misalignments and uncovers opportunities that single-service providers miss.

Maximized Outcomes

From tax-efficient property sales to leveraging real estate for investment growth, our integrated approach is designed to build and preserve your wealth in the San Diego market.

One Trusted Partner

Simplify your life. Instead of coordinating between separate agents and advisors, you have a single, accountable team managing both sides of your portfolio.

A San Diego Case Example

A local family wanted to sell their long-term home in the Mountain View area to downsize and fund their retirement.

  • Real Estate Strategy: We timed the sale to coincide with a peak neighborhood market cycle, maximizing their sale price.
  • Financial Integration: The proceeds were immediately structured into a tax-advantaged investment portfolio and a new, manageable property purchase, securing their monthly cash flow.

The result was a seamless transition that achieved both their lifestyle and financial objectives, with significant tax savings.

Ready to see what an integrated approach can do for you?

935 S 35th St, San Diego, CA 92113 • Hours: Mon-Tue 10:00 am - 4:00 pm