San Diego, CA High Bluff Drive Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

8

Of 1,039 advisors across 223 offices

Location

12680 High Bluff Drive, Suite 450

San Diego CA 92130

Advisors at this office

8

Advisors at this office

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Stephanie B

Series 63, Series 65

San Diego, CA

Hightower Advisors

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan G

Series 66

San Diego, CA

Hightower Advisors

Ryan Green is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously at UBS Financial Services from 2014 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Carmen B

Series 66

San Diego, CA

Hightower Advisors

Carmen Benedetti is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 66 designation and has prior work experience with Frozen Ropes and the Houston Astros. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of affiliated and third-party managers as well as proprietary research and multi-manager solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ashley A

Series 66

San Diego, CA

Hightower Advisors

Ashley Aguayo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Triad Advisors, Strategic Wealth Advisors, and Flor & Associates Insurance Agency. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan W

Series 66

San Diego, CA

Hightower Advisors

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Chelsea W

Series 66

San Diego, CA

Hightower Advisors

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Drew N

Series 63, Series 65

San Diego, CA

Hightower Advisors

Drew Nordlicht is a financial advisor with Hightower Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions incorporating both affiliated and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Michael W

Series 63, Series 65

San Diego, CA

Hightower Advisors

Michael Winaker is a financial advisor at Hightower Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Centaurus Financial Inc. Winaker studied at Pepperdine University from 2018 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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