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Amal H
Series 66
San Diego, CA
UHY Wealth Management RIA LLC
Amal Hagisufi is a financial advisor at UHY Wealth Management RIA LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Prudential Insurance Company of America, and LPL Enterprise. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and develops personalized investment policies based on fundamental and technical analysis.
Felicity D
Series 66
San Diego, CA
UHY Wealth Management RIA LLC
Felicity Di Pisa is a financial advisor at UHY Wealth Management RIA LLC with 12 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Enterprise, copower, California Choice, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm combines fundamental and technical analysis to construct portfolios tailored to client objectives and restrictions.
Shaun E
Series 66
San Diego, CA
UHY Wealth Management RIA LLC
Shaun Edusada is a financial advisor with UHY Wealth Management RIA LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm develops personalized investment policies and offers portfolio management and plan-sponsor support, incorporating both fundamental and technical analysis across various asset classes.
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