Financial Advisors in San Diego, CA
350 Camino De La Reina
Suite 500
San Diego, CA 92108
Focus Partners is your locally based investment advisor in San Diego, CA - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. We are proud to be located in sunny San Diego, and are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in San Diego, CA. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your San Diego Team
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Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
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Elisabeth Cullington
CFP®
Senior Wealth Advisor
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Colleen Gepp
CFP®
Senior Wealth Advisor
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Nicholas Radtke
Senior Wealth Advisor
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Ty Summerlin
CFP®
Senior Wealth Advisor
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Rachel Luken
CFP®
Senior Wealth Advisor
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Eric Davis
CFP®
Wealth Advisor
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Vernon Eberly
CFP®
Wealth Advisor
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Brooke Warner
CFA, CFP®
Wealth Advisor
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Kyle Whisenhunt
CFP®
Senior Associate Wealth Advisor
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April Schultz
CFP®, TPCP®
Senior Associate Wealth Advisor
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Valeria Enriquez
Client Service Associate
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Heather England
JD, IACCP®
Director, Integration Management
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Bryan Turnbow
Regional Vice President
Enjoy some of our latest resources
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October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article