San Diego, CA 3530 Camino Del Rio N Office

Kevin Berenzweig is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Woodbury Financial Services, Arbor Point Advisors, Securities America, and RSG Partners Financial & Insurance Services, where he currently serves as Managing Partner. He is also President of BSB Financial Services, a retirement planning sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes proprietary asset-allocation tools, risk-assessment methods, and automated rebalancing to manage portfolios across a range of asset classes and supports both discretionary and non-discretionary account management.

Kenneth Wong is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Securities America. Outside of his advisory role, he is the president of Resource One, a sole proprietorship offering life and health insurance along with financial advice and planning services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that suit various client needs.

William Dutton is a financial advisor with OSAIC based in San Diego, CA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. He previously worked at Woodbury Financial Services, San Diego County Credit Union, and LPL. Outside of finance, he is a bandleader and musician for the Rockin Jazz Big Band, a 20-piece ensemble performing at various events. OSAIC serves retail and institutional clients through a broad network of financial advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on both a discretionary and non-discretionary basis.

Walter D'Souza is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Manning Wealth Management, Commonwealth Financial Network, and Mutual of America Securities Corporation. He occasionally provides annuities and life insurance to clients upon request but does not solicit this business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated portfolio management strategies across various investment types and supports both discretionary and non-discretionary account management.

Thomas Drabek is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. from 2016 to 2024 and has operated his own sole proprietorships focused on insurance and annuities since the late 1980s. Drabek’s business activities include the sale of fixed and index annuities, life insurance, and long-term care products. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolios constructed using firm-provided asset allocation tools, employing both discretionary and non-discretionary management approaches.