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®
Senior Associate Wealth Advisor
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Valeria Enriquez
Client Service Associate
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Heather England
JD, IACCP®
Director, Advisory Leadership Team
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Bryan Turnbow
Regional Vice President
Enjoy some of our latest resources
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January 05, 2026
Two-Minute Market Focus
Markets closed 2025 with momentum—but what could 2026 bring? In this episode, Focus Partners’ Todd Jones discusses what U.S. equity mutual fund flows could suggest for equity returns. He also shares how the uptick in bank lending could impact recession risks.
Listen to the podcast -
January 05, 2026
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
Read the article -
December 30, 2025
Key Investment Themes in 2026
On paper, it was a great year for investors. Looking back on 2025, it may be easy to forget just how challenging it felt at times.
Watch the video