A complete list of active advisors currently associated with Koa Wealth Management, LLC

Warmer can help you find a great advisor at Koa Wealth Management, LLC or one who fits your needs even better.

Koa Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, charities and business entities. The firm accepts both discretionary and non‑discretionary mandates and also advises on held‑away products such as variable annuities and employer retirement plan assets. The firm combines fundamental and technical analysis to construct portfolios primarily using mutual funds, ETFs and individual securities, tailoring allocations to clients’ risk tolerance, time horizon and liquidity needs and conducting at least quarterly account reviews. For eligible clients it may recommend private placements and other alternative investments, may in limited cases recommend the use of margin, and acts as a fiduciary when providing rollover and retirement-plan advice consistent with applicable DOL guidance. Noteworthy features relative to many peers include managing roughly $255 million with a two‑advisor team while offering access to privately placed securities and advisory exposure to digital‑asset investment vehicles (the firm does not invest directly in digital coins/tokens). The brochure also discloses ERISA-related plan consulting (including services described under Section 3(21)(A)(ii)), the firm’s acceptance of standing letters of authorization that affect custody reporting, and affiliations in which certain supervised persons sell insurance for commission or solicitors receive referral fees, all of which are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Koa Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Koa Wealth Management, LLC's office locations.

Name	Location	Years of experience
Arley Gonzalez	San Diego, CA	3
Michael Souza	Encinitas, CA	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support