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.
-
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
-
June 30, 2026
Two-Minute Market Focus
What does SpaceX’s unlock period look like, and how could it impact the company’s price over the intermediate term? In this episode, Focus’ Todd Jones discusses the potential price implications, along with small-company rotation leadership, recent performance trends, and key correction/recession indicators.
Listen to the podcast -
June 29, 2026
IPOs Are Back—But Should You Buy In?
The initial public offering (IPO) is back and the natural question we've been hearing from clients is a simple one: Should I try to get in?
Watch the video -
June 25, 2026
Understanding Trump Accounts
Jeff Levine, Chief Planning Officer at Focus Partners, breaks down Trump Accounts and what to watch for as regulations continue to take shape.
Watch the video