San Diego
Proudly Serving
San Diego
350 Camino De La Reina
Suite 500
San Diego, CA 92108
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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
Enjoy some of our latest resources
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August 26, 2025
Investing at All-Time Highs
When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs.
Watch the video -
August 25, 2025
What the One Big Beautiful Bill Means for Retirees
Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
Watch the video -
August 25, 2025
New Tax Rules, New Considerations for Business Owners
Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.
Watch the video