FSI Wealth Management Inc.

Founded in 1994, FSI Wealth Management now has more than $165 million in assets under management, and we are one of the leading independent wealth management firms in the San Diego area. Focused on helping successful professionals and retirees in Southern California leverage their assets to enjoy their later years absent of financial worry and stress, we strive to prudently grow and protect each client's assets, working as their trusted advisors to provide a quality of life that enables them to spend time with their families, focus on their professions, give back to their communities, and pursue their life goals. To provide maximum impact and the highest possible level of personalized service to each client, we work only with a limited number of clients, who generally have investable assets in excess of $500,000. As long-time San Diego residents, we take pride in serving professionals throughout our local community, including aerospace and defense employees and retirees from companies including Raytheon, Hughes, Northrop Grumman, Qualcomm and Lockheed Martin. Our experience with these organizations enables us to offer unique insights into how best to leverage specific retirement, stock options, and pension funds to support each client's retirement vision. Third-party comments may not be representative of all customer experiences. For full Broker Dealer Disclosure, please click on the company website link below or go to www.fsiwealth.net.

网站

https://www.fsiwealth.net

FSI Wealth Management Inc.的外部链接

所属行业

金融服务

规模

2-10 人

总部

San Diego，CA

类型

上市公司

创立

1995

领域

wealth management、investment management、financial planning、retirement planning、wealth planning和estate planning