San Diego, CA 11512 El Camino Real Office

Andrew Welzel is a financial advisor at Mariner Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mariner since 2015. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external managers and provides extensive tax, accounting, and family office services alongside traditional portfolio management.

Nathan Dorn is a financial advisor at Mariner with 11 years of industry experience. He holds the CFP® designation and Series 65 license. Dorn has worked at Mariner Wealth Advisors since 2016 and previously at FirstPoint Financial from 2014 to 2017. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Charles Fowler is a CFP® and CFA® with 23 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2015. Based in San Diego, CA, he holds Series 63 and Series 66 licenses. Mariner serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized portfolio management with in-house research and third-party strategies, and provides integrated tax and administrative services uncommon for a firm of its size.

Alfredo Paredes is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Mariner Wealth Advisors since 2019, including his current role since 2023. Prior to his advisory career, he worked in various roles including at LIFEAid Beverage Co. and the University of California, Santa Cruz. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal management team and offers integrated tax and accounting services alongside traditional portfolio management.

Kyle Quinn is a CFP® professional with 31 years of experience in financial advising. He has been with Mariner Wealth Advisors since 2011. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party strategies and integrates tax and accounting services, offering solutions that include Core Family Office services and employer financial wellness tools.

Michael Tallon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at JP Morgan Securities, Strategic Advisers, Inc., and Fidelity Investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

Hakim Dysart is a financial advisor at Mariner with six years of industry experience and holds a Series 66 designation. He has worked at several firms, including UBS Financial Services, Raymond James Financial, and Mission Federal Credit Union. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax, accounting, and financial wellness solutions alongside traditional portfolio management.

Michael Guerrero is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Mariner since 2018. His prior roles include positions at Fidelity Investments and LPL Financial. Outside of his advisory work, he acts as CFO for Cheryl Kang Guerrero DDS, Inc., providing occasional assistance without day-to-day responsibilities. Mariner serves a diverse client base through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios and offers integrated tax and accounting services along with administrative CFO functions and a financial wellness platform.

Noah Babin is a financial advisor at Mariner with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beacon Pointe Advisors, PKS Investments, and MODL Investments. Outside of financial advising, he is involved in youth sports coaching and sports psychology, serving as founder and coach for related organizations and acting as a youth hockey coach at Pacific Ridge School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, implementing customized portfolios through a combination of in-house research and third-party managers.

Curtis Norwood is a CFP® professional with two years of experience at Mariner Wealth. Prior to joining Mariner, he worked at Wal Mart for seven years. He is based in San Diego, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal team and external managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Lisa Brinig is a CFP® professional with 21 years of industry experience. She has worked at Mariner since 2011 and previously spent nine years with Msec, LLC. Located in San Diego, CA, she is affiliated with Mariner, a firm that serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner provides investment management, financial planning, retirement plan consulting, and tax services, implementing customized portfolios through a combination of in-house research and third-party managers. The firm is noted for its integrated tax and accounting services and offers administrative family office capabilities alongside a financial wellness platform for employers.