Presidio Capital Management, LLC

David Chenet is a CFP®, CFA®, and Series 66 credentialed advisor at Presidio Capital Management, LLC with 19 years of industry experience. He has worked at Presidio Capital Management since 2022 and previously held roles at LPL Financial LLC and Paradigm Wealth Advisory, LLC. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamentally driven investment process using diversified portfolios of low-cost mutual funds and ETFs, with flexibility to include individual securities and alternative investments.

Matthew Vallebo is a financial advisor with Presidio Capital Management, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Cetera, First Allied Advisory Services, and Wells Fargo. Vallebo serves as Volunteer President of the Mira Mesa Wrestling Club, where he participates in financial oversight, fundraising, events, and compliance. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamentally driven investment process using diversified portfolios of low-cost mutual funds and ETFs, while also incorporating other asset types and fiduciary services.

Rielle Sanidad is a CFP® professional at Presidio Capital Management, LLC with one year of industry experience. She has been with Presidio Capital Management since 2021 and previously worked at the University of San Diego and Punahou School. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering discretionary portfolio management, financial planning, and consulting. The firm uses diversified, actively managed portfolios tailored to client goals and employs technology platforms alongside alternative investment strategies in its offerings.

Robyn Cohen is a financial advisor with Presidio Capital Management, LLC in San Diego, CA, holding two years of industry experience. She has been with Presidio Capital Management since 2024 and previously worked independently for ten years. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, business owners, trusts, estates, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost funds, individual securities, and alternative strategies.

Dustin Tenbroeck is a CFP® professional with 20 years of industry experience, currently serving at Presidio Capital Management, LLC. His prior roles include positions at Cetera Investment Advisers LLC and First Allied Securities, Inc. He holds fiduciary responsibilities with the Lesley Youdall Rev Trust and is involved in a real estate advisory capacity through Absolute Wealth Advisors. Presidio Capital Management provides investment advisory services to individuals, trusts, retirement plans, and businesses, utilizing diversified, actively managed portfolios aligned with comprehensive financial plans. The firm employs third-party managers and technology platforms to offer customized portfolio solutions, including alternative investments and structured products.

Michael Kasianko is a financial advisor at Presidio Capital Management, LLC in San Diego, CA, holding a Series 65 designation. He has one year of industry experience with prior roles including positions at TYR and Bankers Trust, as well as involvement with San Diego State University Athletics. Presidio Capital Management offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach, utilizing diversified portfolios of low-cost mutual funds and ETFs along with other investment vehicles.

Jonathan Freeman is a financial advisor at Presidio Capital Management, LLC in San Diego, CA, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Entrewealth, LLC, Axxcess Wealth Management, LLC, and CCG Wealth Management LLC. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, high-net-worth clients, business owners, and charitable organizations. The firm employs a long-term, fundamentally driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, while also utilizing individual securities and alternative investments as appropriate.

Stone Churby is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Presidio Capital Management, LLC, where he has worked for one year, following three years at Weatherly Asset Management, LP. Presidio Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamentally driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with additional flexibility for individual securities and alternative investments.