Michael Souza is a financial advisor at Koa Wealth Management, LLC in Encinitas, CA, with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 10 years. He is also president of Tytan Wealth, Inc., a role he manages alongside his advisory duties. Koa Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm combines fundamental and technical analysis to construct portfolios tailored to clients’ risk tolerance, time horizon, and liquidity needs, managing approximately $255 million with a two-advisor team.

Arley Gonzalez is a CFP® with three years of industry experience, currently serving as a financial advisor at Koa Wealth Management, LLC. Prior to joining Koa Wealth Management, he worked at Blankinship & Foster LLC and Premier Wealth Advisors. Koa Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm integrates fundamental and technical analysis to build portfolios customized to clients' risk tolerance and investment objectives, managing approximately $255 million with a two-advisor team.