President and Wealth Manager

• Aug 1995 - Present

As someone who has a strong sense of independence, wealth management makes sense to me. I'm asking clients to support their values with their own resources. I can’t think of a more effective way of organizing a whole array of needs, from finances to family issues. We limit the number of clients we help because the ‘true’ wealth management process is very involved and requires a major commitment of our own time and resources to be successful. At FSI Wealth Management, we provide financial planning services to our clients in and around San Diego. Our comprehensive wealth management services are designed to help improve long-term financial success, ensure a comfortable retirement, and take the worry out of financial planning. And while our approach and the solutions we offer deliver significant value in themselves, our clients choose us because of our commitment to personalized service. We listen first—to your story, your challenges, and your vision for the future. Only then do we embark on a path toward growing and protecting your long-term wealth. Third-party comments may not be representative of all customer experiences. For full Broker Dealer Disclosure, please click on the company website link above or go to http://www.fsiwealth.net Show less

Financial Advisor

• Dec 1989 - Aug 1995