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Proudly Serving

Southern California and Beyond

Connect With Us

While we are based in San Diego, California, we enjoy meeting with clients virtually or in person depending on your preference and location. We have currently have clients in 20 states, so we are not limited geographically to working with people only in Southern California. 

Wealth Manager Group


3131 Camino Del Rio N.
Suite 1650
San Diego, CA 92108 


Phone: (619) 574-7526
Fax: (619) 574-7532
Email: info@wealthmgr.com

Check the background of this firm/advisor on FINRA’s BrokerCheck.