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Our Story

Financial Sense® Wealth Management was founded in San Diego, CA with the goal of helping clients navigate towards a better financial future. Our commitment remains the same: to provide personalized financial planning and investment management services that help our clients achieve their financial goals.

We take an active and research-driven approach to investing, rooted in an academic understanding of economic and market cycles. This enables us to effectively manage client assets through various market environments. Comprehensive financial planning advice also helps our clients navigate major life events and pursue financial independence. From tax planning to estate strategies, our expertise caters to the complex needs of high-net-worth individuals at every stage of life.

Our Client Service Model

Communication and education are central to our client service model. We maintain continuous engagement with clients throughout the investment process to ensure they stay informed and involved at every step. Our advisors make it a priority to know each client personally, recognizing their unique needs and goals. This level of personalization sets us apart from larger financial institutions.

We also offer access to a wide array of third-party investment managers normally only accessible to institutional investors through Charles Schwab & Co., Inc. (“Schwab”) and the Envestnet platform. This provides greater investment selection and enhanced customization through tax management, ESG investing, etc. We also invest heavily in technology to improve our client service and communication.

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