San Diego, CA El Camino Real Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner Independent
Multi-team
Firm-wide stats for Mariner Independent
About
Mariner Independent (Mariner Platform Solutions) serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Through a network of 119 investment adviser representatives, the firm provides financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions and access to alternative investments.
IARs work with clients using firm‑built model portfolios supported by in‑house resources and third‑party managers, or by creating customized discretionary portfolios they manage directly. The firm implements a broad set of investment tools — mutual funds, ETFs, individual equities and fixed income, plus options, structured notes, direct indexing, digital assets and allocations to alternative and commodity strategies via platforms such as SEI, AssetMark and CAIS.
What distinguishes Mariner from many multi‑team advisers is its range of affiliated businesses: it is linked with a state‑chartered trust company (Mariner Trust Company) and an institutional pension consulting affiliate (Mariner Institutional) and offers a Pathway DC solution that can include 3(38) fiduciary support. These affiliations and its use of affiliated and third‑party managers give clients integrated access to custody, retirement plan consulting and alternative/commodity channels; the firm discloses and monitors the resulting conflicts of interest in its brochure.
Based on Mariner Independent
Expertise
Based on Mariner Independent
Location
11622 El Camino Real, Ste. 100
San Diego CA 92130
Advisors at this office
2
Advisors at this office
Ryan G
CFP®, CFA®, Series 63, Series 66
San Diego, CA
Mariner Independent
Ryan Goldenhar is a CFP® and CFA® with nine years of industry experience. He is currently affiliated with Mariner Independent and directs Wealth with Options, an investment advisory service operating through the Mariner platform. Goldenhar serves as Treasurer for Jewish Family Services of San Diego and is a board member of the Congregation of Beth Israel in San Diego. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and sub-advisory relationships.
Jacqueline L
CFP®, Series 63, Series 65
San Diego, CA
Mariner Independent
Jacqueline Lewis is a CFP® with 23 years of experience in the financial industry. She is currently affiliated with Mariner Independent and serves as a director at Wealth with Options. She has previously worked with Wells Fargo Clearing and AdvicePeriod, LLC. Lewis is a board member of Ronald McDonald House San Diego, a charitable organization. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers retirement plan services with institutional resources and affiliated investment options.
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