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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1455 Frazee Road,
- Phone
- 1-619-681-191
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fsiwealth.net
- Keywords
- wealth management, investment management, financial planning, retirement planning, wealth planning, estate planning.
- HQ
- San Diego, CA
Fsi Wealth Management Inc. Questions
Fsi Wealth Management Inc.'s helpline number is 1-619-681-191
Fsi Wealth Management Inc.'s website is fsiwealth.net
Fsi Wealth Management Inc.'s LinkedIn profile is https://www.linkedin.com/company/fsi-wealth-management-inc-
Fsi Wealth Management Inc. has
3 employees.
View email and phone details for 3
employees at Fsi Wealth Management Inc..
Fsi Wealth Management Inc.'s industry is
Financial Services
Fsi Wealth Management Inc.'s top competitors are
Seaside Wealth Management,
Wealthstead Financial Advisors,
Lincoln Investment,
Wealth Navigation Advisors.
Fsi Wealth Management Inc.'s categories are Financial Services
Fsi Wealth Management Inc.'s founding year is 1995
