Financial Advisors in San Diego, CA
350 Camino De La Reina
Suite 500
San Diego, CA 92108
Focus Partners Wealth is your locally based investment advisor in San Diego, CA - 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 in San Diego, CA. 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.
-
Your San Diego Team
-
Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
-
Elisabeth Cullington
CFP®
Senior Wealth Advisor
-
Colleen Gepp
CFP®
Senior Wealth Advisor
-
Nicholas Radtke
Senior Wealth Advisor
-
Ty Summerlin
CFP®
Senior Wealth Advisor
-
Rachel Luken
CFP®
Senior Wealth Advisor
-
Eric Davis
CFP®
Wealth Advisor
-
Vernon Eberly
CFP®
Wealth Advisor
-
Brooke Warner
CFA, CFP®
Wealth Advisor
-
Kyle Whisenhunt
CFP®
Senior Associate Wealth Advisor
-
April Schultz
CFP®, TPCP®
Senior Associate Wealth Advisor
-
Valeria Enriquez
Client Service Associate
-
Heather England
JD, IACCP®
Director, Integration Management
-
Bryan Turnbow
Regional Vice President
Enjoy some of our latest resources
-
September 02, 2026
Digital Estate Planning: What Happens to Your Digital Life After You're Gone?
Digital accounts have become part of everyday life. Email, social media, online banking, cloud storage, subscription services, and digital records now play a role in how many people communicate, manage finances, and store important information.
Watch the video -
August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
Listen to the podcast -
August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Watch the video