SAN DIEGO WEALTH - Key Persons
Aries, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is passionate about helping others achieve financial success, and helping clients live their most inspired life. A life of true freedom! He has spent his entire career in the financial services industry and enthusiastically joined San Diego Wealth in 2009 to help clients live their lives completely and fearlessly.
Aries received his bachelor's degree from University of California, San Diego, and has also completed the Executive Financial Planning Program at San Diego State University. He has experience in real estate, retail banking, tax preparation, and financial planning.
Born and raised in San Diego, Aries enjoys traveling and fishing. He is a member of Eastlake Church and helps serve in their financial ministry. During his free time, he and his wife enjoy spending quality time with their three sons and hanging out with family and friends.
Chris provides support to the advisors and assists in all aspects of client-service related issues including meetings, account support, and industry research. Receiving his Bachelor's in Business Entrepreneurship from ASU, Chris gained a foundation in strategic planning & analysis, collaboration, leadership, communication, & team building.
Chris enjoys exercising and exploring new places. As a very family-oriented person, he cherishes spending time with them and making long lasting memories.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Cory is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Life Underwriter® (CLU®), and the founder of San Diego Wealth. Since 1996, he has been providing wealth services to individuals and businesses throughout Southern California. He graduated from the University of San Diego and completed his master's degree at San Diego State University in business administration with a specialty in financial and tax planning.
Cory moved from Virginia to California in 1992. He enjoys mountain bike riding and running. Cory has a beautiful son named Cole, and as a family, they enjoy all the fun and excitement that comes with travel near and far.
Job Titles:
- Marketing & Business Development Manager
Janette develops strategic marketing plans to promote the company's services and enhance our brand identity. She directs new and relevant client communications and plans and executes marketing events for clients and guests.
Janette earned her Bachelor's in Business Management Economics from UC Santa Cruz and has a Master's in International Marketing and Brand Management from Lund University. She is fluent in Swedish, enjoys traveling, and exploring new restaurants.
Olga provides support to the advisors and assists in all aspects of client-service related issues including, meetings, account support, and industry research.
With a Bachelor's and Master's degree in Foreign Language Education, Olga also brings over 15 years of invaluable experience in the financial services industry, as an Assistant Relationship Manager and servicing clients. In her spare time, she enjoys traveling, cooking, reading, and experiencing the beauty of living in Southern California.
Job Titles:
- Partner
- Financial Life Planner
Scott is a Partner/Senior Financial Planner of San Diego Wealth. Scott has been providing financial services to businesses and individuals in San Diego County since 1978 specializing in the 401k and qualified retirement plan field for area businesses. Scott holds a series 7, 24, 63, and 66 securities registrations, and is licensed in the State of California and numerous other states to transact life, health, disability, and variable insurance business.
Troy provides multiple levels of support to both clients and advisors in prepara tion for financial life plans and plan updates.
With over 5 years of experience in Financial Management with the United States Air Force, Troy holds an Associate's degree in Business Administration and is near completion of his bachelor's program, majoring in Finance with a minor in Personal Financial Planning. Troy was born and raised on the island of Guam, and spends his leisure time working out and playing the guitar.