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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Vanessa Wieliczko

CFA®, CAIA®, CFP®

Chief of Staff

Vanessa Wieliczko
Vanessa Wieliczko

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CAIA® – Chartered Alternative Investment Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Vanessa

Vanessa Wieliczko is the Chief Investment Officer (CIO) and a Partner at Focus Partners. As CIO, Vanessa leads the firm's Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.

Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor's Degree in Business Management from Boston University's School of Management with a concentration in International Finance.

Vanessa is active in the community, serving as President of the CFA Society San Diego, a group of nearly 500 financial professionals. A Virginia native, Vanessa has also lived in Boston, London, and New York, and has settled down in San Diego’s Marina District Downtown. Vanessa goes above and beyond, having achieved success professionally and in serving as a mentor, wonderful wife and mother to three young boys.

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