MCKENNA FINANCIAL
Updated 22 days ago
- Age: 56 years
- ID: 47297691/35
Visit Us Near Mission Bay 4305 Gesner St. Suite 306 San Diego, CA 92117
At McKenna Financial, we are committed to upholding our fiduciary duty to always act in your best interest. Our ultimate goal is to be your lifelong wealth advisor, helping you and your family achieve financial security so that you can focus on what really matters to you. Relationships with our clients are at the core of everything we do and we strive to truly understand who you are, what's most important to you, and where you envision yourself in the future. We found that this personalized approach is the best way to serve our clients in developing a financial plan built around their specific goals, values, and priorities... McKenna Financial is based on the principle of educating all our clients on their current situation. An understanding of one's financial situation, options, and goals is vital for making the right decisions. We work closely with our clients to educate them on their current situation in a manner that is simple and easy to understand... At McKenna Financial, we..