Wealth Alliance, LLC

Kevin Barrett is a financial advisor with Wealth Alliance, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wealth Alliance since 2006 and also maintains a role at Independent Financial Group, LLC. Outside of financial advising, he is the owner of VitalNRG, a company developing a wave energy converter device, and serves as a consultant for Innovative California Biosciences International. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, with a focus on business owners and executives transitioning to retirement as well as emerging-wealth professionals. The firm manages approximately $64.5 million for around 266 clients and offers discretionary investment management along with personal financial analysis and consulting, utilizing proprietary model portfolios and a combination of quantitative and fundamental investment selection methods.

Jason Barney is a financial advisor at Wealth Alliance, LLC in El Cajon, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Wealth Alliance since 2011. In addition to his advisory role, he owns Wealth Alliance Tax and Financial Services LLC, which provides tax preparation, bookkeeping, and payroll processing. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, focusing on business owners, executives transitioning to retirement, and emerging-wealth professionals. The firm manages approximately $64.5 million across 266 clients using proprietary model portfolios and combines quantitative and fundamental analysis with discretionary portfolio management.