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Kyle K
Series 66
Phoenix, AZ
Sikorski Wealth Management, LLC
Kyle Kiser is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, Merrill, and Bank of America prior to joining Sikorski Wealth Management in 2025. Sikorski Wealth Management provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, cyclical, and macroeconomic analysis to construct diversified portfolios and employs margin borrowing and options/derivatives within separately managed accounts.
Jesse S
Series 66
San Diego, CA
Sikorski Wealth Management, LLC
Jesse Sikorski is a financial advisor at Sikorski Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining his current firm in 2021. Outside of his advisory role, he is a licensed insurance agent. Sikorski Wealth Management offers portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis alongside various asset-allocation strategies, and it uses borrowing and derivatives in managed accounts.
Alex Z
Series 66
San Diego, CA
Sikorski Wealth Management, LLC
Alex Zubak is a financial advisor at Sikorski Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining Sikorski Wealth Management in 2024. Sikorski Wealth Management provides comprehensive portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, macroeconomic, and sector analysis combined with various asset-allocation strategies and periodic rebalancing.
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