CALIFORNIA CONSUMER - Key Persons
Colton Punches is dedicated to providing personalized and comprehensive financial services. He specializes in educating first responders to take advantage of their financial situation so they may more easily achieve their short and long-term goals.
A native of San Diego and graduate of San Diego State University, Colton has been active in multiple organizations. In addition to belonging to the Trading and Investing Club, Finance Society, and Cryptocurrency Club, he served as the Vice President of Kappa Alpha Order. With a background in finance and a commitment to helping his clients realize and reach their financial goals, Colton is the perfect partner for your wealth management needs.
Colton possesses all essential licenses, including his Series 7 and Series 66 certifications, as well as his Life and Accident and sickness insurance certifications. These qualifications enable him to provide tailored financial services to both individuals and businesses, ensuring that clients receive the best possible guidance for their unique situations.
When Colton is not in the office, he likes to stay active at the gym and play sports, particularly golf. He also enjoys cooking, playing guitar, spending time with friends out on the town, and whatever new hobby there is to learn!
Job Titles:
- Co - Founder and CEO of FSI Wealth Management
Co-founder and CEO of FSI Wealth Management, Darrin has been serving clients in the San Diego area for nearly two decades. His entrepreneurial spirit is evident in his approach to wealth management, which includes working closely with his team of CPAs, attorneys, insurance brokers, and other key advisors to provide outstanding advance planning strategies for his clients. Darrin was named as one of the Top Wealth Managers in San Diego in 2010 and 2011.
A life-long San Diego resident, Darrin earned his bachelor's degree in Economics from San Diego State University and holds series 7, 63 and 65 securities licenses. He is a member of the Financial Services Institute (FSI).
Darrin and his wife, Mary Ann, live in San Diego with their three children. Committed to philanthropy, he is very active with both youth football and lacrosse.
Job Titles:
- Director of Client Services
As the Director of Client Services, Maggie works closely with Paul and Darrin to ensure that client satisfaction is maintained through ongoing client interaction and general support. She helps to manage client accounts, process transactions, and resolve any issues that may arise.
Maggie joined the FSI Wealth Management team in October 2019, bringing a wealth of knowledge and experience with over 11 years in the financial services industry.
Maggie is a San Diego native with a husband and young son. In her free time, she enjoys exploring the many outdoor adventures of San Diego from the beaches to the mountains, reading a good book, and playing games with her family.
Job Titles:
- President and Wealth Manager
Paul A. Neves, CFP®, ChFC® A current resident of Point Loma, California, Paul enjoys spending his free time with family and friends. His hobbies include boating, cooking, dining out, and traveling. Active in his community, both professionally and personally, Paul is a fiduciary and is a member of the Financial Planning Association, the SDSU Alumni Association, and has served as the President of the Point Loma Soccer Association and the Riptide Soccer Club, and has sat on the boards of both the Cabrillo Park & Rec Council and the Ocean Beach Park & Rec Council.
"As someone who has a strong sense of independence, wealth management makes sense to me," says Paul. "You're asking clients to support their values with their own resources. I can't think of a more effective way of organizing a whole array of needs, from finances to family issues. We limit the number of clients we help because the ‘true' wealth management process is very involved and requires a major commitment of our own time and resources to be successful."