Top financial advisors working with technology professionals in San Diego, CA

Vincent Neal is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Independent Financial Group, and several Cetera firms. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Sanford Fisch is an advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds the Series 66 and Series 65 credentials and has a background in law, serving as a partner at the Armstrong, Fisch, and Tutoli Law Firm since 1989. He is also the CEO of the American Academy of Estate Planning Attorneys, a membership organization focused on estate planning. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside various asset-allocation strategies.

Jack Heilbron is a financial advisor at Centurion Counsel Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been associated with Centurion Counsel Inc since 1984 and is also President of Puppy Toes, Inc., a holding company unrelated to investment activities. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients, managing approximately $58.5 million across 143 accounts. The firm employs Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives and manages accounts on a discretionary basis.

Kevin Stone is a CFP® professional with 28 years of experience in financial advising. He has been with Pacific Capital Associates in San Diego, CA, since 1991. Pacific Capital Associates serves individual clients, trusts, retirement plans, and business entities, providing portfolio management, financial planning, retirement plan consulting, and account monitoring. The firm employs a valuation-driven, value investing strategy with global diversification and emphasizes cost control through low-cost index ETFs alongside selective use of actively managed funds.

Vi Lieu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2017, with a brief interval, and has been associated with Wfgia since 2011. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, through a large network of advisors and multiple program platforms. The firm’s advisory model primarily utilizes model portfolios and third-party managers, offering services such as the Transamerica ONE and TFA365 Advisory Programs, with regulatory assets under management around $1.7 billion.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Arron Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Alliance Rx Walgreens Prime and served in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior roles include positions at Brighton Jones and Deloitte & Touche LLP. In addition to his advisory work, he provides consulting on financial well-being and company benefits through LearnLux and offers tax preparation services to his firm’s clients. True Riches Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm provides tailored financial plans and portfolios that incorporate both passive and active strategies, including socially responsible options, and offers tax preparation as an affiliated accounting service.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Sawyer Sams is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. In this role, he and his team focus on building personalized wealth strategies for over 500 families across more than 40 states. He utilizes a comprehensive planning approach that leverages Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Prior to joining Merrill, Sawyer worked at a wealth and investment management firm in Charlotte, NC, where he was involved in leading the firm's investment committee, asset allocation strategy, and trading activities. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Sawyer earned a Bachelor of Arts degree in Economics from Furman University. He is a member of the CFA Society of East Tennessee and contributes to the Milligan University CFA Research Team. He is also involved in community activities as a member of First Christian Church in Johnson City, TN, where he resides.