San Diego, CA Carmel Mountain Road Office

Michael Love is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Private Asset Management Inc. for 11 years before joining Kestra in 2023. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with an emphasis on advisor-managed accounts and institutional operational support.

Walter Valenzuela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked at Hilltop Securities Inc. for 28 years before joining Kestra in 2020. Outside of his advisory role, Mr. Valenzuela serves as president of Maravu HOA and is involved in real estate management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm provides access to a wide range of investment products and platforms while overseeing advisor recommendations.

Kevin Foote is a financial advisor with Kestra Private Wealth Services, LLC in San Diego, CA. He holds a Series 66 designation and has 22 years of industry experience, including prior work at LPL Financial, LLC. He also serves as an operations manager with Kestra Private Wealth Services, providing operational support for securities consulting and investment activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and specialized services, overseeing advisor recommendations within its approved platform.

Guy Kosov is a CFA® charterholder based in San Diego, CA, with four years of industry experience. He currently works at Kestra Private Wealth Services, LLC and has previously been employed at Private Asset Management Inc, Pimco, and CEA. Kosov has spent the majority of his career in investment advisory roles. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms, with an emphasis on advisor-managed accounts and specialized services.

Joshua Murphy is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 66 and Series 63 licenses and having 13 years of industry experience. Prior to joining Kestra in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Murphy is involved in additional business activities including operating California Wealth Transitions, an independent advisory practice, and serving as President of Murphy Investment Group. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a range of investment products and platforms, supporting discretionary and non-discretionary accounts alongside specialized offerings like annuity subaccount and 529 plan services.

Brandi Pugh is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Kestra and its affiliated entities since 2014 and maintains a senior licensed sales associate role at California Wealth Transitions, an independent RIA. Pugh also provides operational support for Oxygen Wealth Management in San Diego. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides a broad range of investment products and specialized offerings through both discretionary and non-discretionary arrangements.