11512 El Camino Real
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times.
After realizing my dream of moving to San Diego, I began my investment advisory career in 1982 as a financial consultant with EF Hutton. Although working for a Wall Street bank provided an excellent education in the financial markets,...
Since joining the financial advisory business in 2006, I've maintained a commitment to develop expertise in my craft and deliver comprehensive financial planning to high-net-worth individuals throughout the United States.
Director of Research / Wealth Planner
As Pacific Wealth Management’s Director of Research and Wealth Planner, I actively support our wealth and financial planning services, ensuring our clients’ financial plans and retirement strategies are current and...
As Pacific Wealth Management’s operations manager, I am responsible for overseeing our business operations and compliance while also providing general service to our clients. I have extensive experience in the RIA space and pride...