San Diego
Discover personalized wealth management with Focus Partners Wealth, your San Diego financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
San Diego
350 Camino De La Reina
Suite 500
San Diego, CA 92108
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. We are proud to be located in sunny San Diego, and are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your San Diego Team
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Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
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Kevin Hoyle
Senior Wealth Advisor
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Elisabeth Cullington
CFP®
Senior Wealth Advisor
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Colleen Gepp
CFP®
Senior Wealth Advisor
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Ty Summerlin
CFP®
Senior Wealth Advisor
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Rachel Luken
CFP®
Senior Wealth Advisor
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Eric Davis
CFP®
Wealth Advisor
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Vernon Eberly
CFP®
Wealth Advisor
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Brooke Warner
CFA®, CFP®
Wealth Advisor
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Kyle Whisenhunt
CFP®
Senior Associate Wealth Advisor
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April Schultz
CFP®, TPCP®
Senior Associate Wealth Advisor
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Valeria Enriquez
Client Service Associate
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Heather England
JD, IACCP®
Director, Integration Management
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Bryan Turnbow
Regional Vice President
Enjoy some of our latest resources
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April 07, 2026
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.
Watch the video -
March 30, 2026
Two-Minute Market Focus
A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.
Listen to the podcast -
March 30, 2026
Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
Read the article