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Vernon E

CFP®

San Diego, CA

Focus Partners Wealth, LLC

Vernon Eberly is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of services including portfolio management, financial counseling, and fiduciary consulting.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Kyle W

CFP®, Series 66

San Diego, CA

Focus Partners Wealth, LLC

Kyle Whisenhunt is a CFP® and Series 66-registered advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, HoyleCohen, San Diego Wealth Management, Sagepoint Financial, and Wolters, Hagar & Pratt Financial Planning. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Elisabeth C

CFP®, Series 63

San Diego, CA

Focus Partners Wealth, LLC

Elisabeth Cullington is a CFP® with 24 years of industry experience currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC and HoyleCohen, LLC, and has a longstanding association with CT. General Life Ins. Co. since 1984. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Rachel L

CFP®, Series 63

San Diego, CA

Focus Partners Wealth, LLC

Rachel Luken is a CFP® with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2025 after working at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with a range of specialized investment offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brooke W

CFP®, CFA®, Series 66

San Diego, CA

Focus Partners Wealth, LLC

Brooke Warner is a CFP®, CFA®, and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at HoyleCohen, LLC and WheelerFrost-Wealth Managers. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm uses a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside firm-affiliated private and registered funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Andre T

CFP®, Series 66

San Diego, CA

Focus Partners Wealth, LLC

Andre Tueros is a CFP® professional with a Series 66 designation currently affiliated with Focus Partners Wealth, LLC. He has held roles at several firms including Corient, Equitable Advisors, LLC, and Mercer Advisors, accumulating experience since 2023. His background also includes positions in education and service industries. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive approach using enhanced open architecture with fundamental and quantitative analysis, integrating various asset classes and third-party managers.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Colleen G

CFP®, Series 63, Series 65

San Diego, CA

Focus Partners Wealth, LLC

Colleen Gepp is a Certified Financial Planner (CFP®) with 28 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, tax, business management, and family office services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Ty S

CFP®, Series 63, Series 65

San Diego, CA

Focus Partners Wealth, LLC

Ty Summerlin is a CFP® with 11 years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at HoyleCohen LLC for 10 years before joining The Colony Group, LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate and institutional investors, offering investment management, financial counseling, family office, and retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, along with a network of affiliated service companies providing insurance, lending, and real estate investment options.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Lucien H

Series 65

San Diego, CA

Focus Partners Wealth, LLC

Lucien Heilbronner is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Brown Advisory. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a broad range of investment and wealth management services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Eric D

CFP®, Series 65

San Diego, CA

Focus Partners Wealth, LLC

Eric Davis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Davis & Seiley Wealth Management, Inc., and Capital One Financial Corp. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses with a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies. The firm offers a broad range of services including portfolio management, financial counseling, family office services, employee benefit consulting, and tax compliance, and is noted for its subscription newsletter and affiliations with pension consulting and insurance solution providers.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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