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 bringing 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Arbor Point Advisors, and Securities America entities. He is also the president of BSB Financial Services, Inc., which focuses on retirement planning. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by third-party managers and proprietary models.

Kenneth Wong is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and Securities America, Inc. Wong is also president of Resource One, a sole proprietorship offering life, health, and long-term care insurance as well as financial advice and planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and customized investment strategies supported by proprietary tools and third-party managers.

William Dutton is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, San Diego County Credit Union, LPL, Mass Mutual Investors Services, and Northwestern Mutual Investment Management. Outside of finance, he is the bandleader and musician for the Rockin Jazz Big Band, a 20-piece ensemble performing at various events. He also operates a business assisting families with college financial aid applications and planning. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various managed account strategies and maintains multiple custodial and legacy program arrangements.

Walter D'souza is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Commonwealth Financial Network, Manning Wealth Management, Mutual of America Securities Corporation, and Valic Financial Advisors. Based in San Diego, CA, he occasionally provides clients annuities and life insurance upon request. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a range of portfolio management strategies delivered via affiliated broker-dealer and RIA relationships.

Thomas Drabek is a CFP® with 38 years of industry experience. He is currently with Osaic and has previously worked at Woodbury Financial Services and Securities America. In addition to his advisory roles, he operates two sole proprietorships focused on the sale of insurance products, including fixed and index annuities, long-term care, disability, and life insurance. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, employing model-based asset allocation and portfolio optimization with multiple investment program options.