Broker Check

Why Us

FSI Wealth Management has been assisting successful professionals and retirees with advanced wealth planning services since 1995.

Located in San Diego, FSI Wealth Management works with southern California residents as they seek to invest, save and plan for the future.

Our team of highly credentialed fiduciary advisors is dedicated to providing advice and services that are transparent and objective. Through asset allocation, tax efficient planning and risk management strategies, our seamless financial planning solutions are designed to support you on every step of your wealth and retirement planning journey.

Our comprehensive wealth management firm specializes in working with aerospace and defense employees and retirees from San Diego based companies that include Raytheon, Hughes, Northrop Grumman, General Dynamics, Qualcomm, NASSCO and Lockheed Martin. With advanced insight into each of these organizations, FSI Wealth Management is uniquely positioned to support our clients as they navigate their retirement, stock and pension fund options and insurance needs.

In order to provide top-tier personalized service and highly impactful wealth management solutions, our firm partners with a select number of high-net worth professionals and retirees. One of the leading independent wealth management firms in the San Diego area, our team has been entrusted with the management of over $150 million in assets.