San Diego, CA 3131 Camino Del Rio North Office

Steven Simmons is a financial advisor at Osaic with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at AIG Financial Advisors since 2005. Outside of his advisory role, Simmons is involved in estate planning services through the Citadel Law Firm and has experience in mortgage origination loans. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and utilizing multiple custodial and legacy arrangements.

Matthew Henry is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Osaic since 2023 and previously at Sagepoint Financial, INC. He is also an insurance agent and serves on the board of Water 4 Life Global, a nonprofit focused on providing clean water to underserved communities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with various managed account programs and emphasizes portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Jonathan Isaac is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 14 years and Independent Capital Management for over two decades. Outside of advising, Isaac is involved in mortgage origination and serves as a certified estate planner, referring clients for estate planning services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes asset allocation and portfolio optimization supported by various tools and multiple program options.

Fany Hirales is a CFP® professional with 16 years of experience in the financial services industry. She has worked at Osaic since 2023 and previously spent 13 years at SagePoint Financial and Independent Capital Management. Hirales is the owner of Hirales Wealth Solutions, an LLC through which she performs administrative duties. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across a range of programs including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network.

Genie Lebay Short is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Independent Capital Management, Inc. since 2003. Outside of her advisory role, she is a Certified Citadel Estate Planner, referring clients for estate planning services, and has experience as a mortgage originator. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Kevin Liu is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SAGEPOINT FINANCIAL and INDEPENDENT CAPITAL MANAGEMENT. Outside of his advisory work, he is involved in mortgage brokerage and refers clients for estate planning services through a certified estate planning organization. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization tools.

Kevin Yoneda is a financial advisor at OSAIC with 30 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. and 20 years at Independent Capital Management. He also serves as president and owner of KJY LLC, an LLC involved in property purchasing and improvements. OSAIC Wealth serves a broad client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering comprehensive financial planning and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing both proprietary and third-party investment strategies, and is notable for its scale, affiliate network, and recent consolidation activity.