Financial Advisors in San Diego, CA
350 Camino De La Reina
Suite 500
San Diego, CA 92108
Focus Partners 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 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.
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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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Elisabeth Cullington
CFP®
Senior Wealth Advisor
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Colleen Gepp
CFP®
Senior Wealth Advisor
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Nicholas Radtke
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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October 07, 2026
Two-Minute Market Focus: Rising Treasury Yields Put Bond Market Volatility in Focus
Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the growing disconnect between bond and equity market volatility.
Listen to the podcast -
October 06, 2026
What Could the Next 12 Months Look Like for Bond Investors?
In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth.
Watch the video -
October 05, 2026
Smart Housing Decisions for Aging
Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence.
Watch the video