San Diego Wealth Management, LLC

Specialties

We believe wealth is a means to pursue and fulfill what truly matters in life. Understanding the WHY behind our client’s actions and desires is important. We want to simplify our client’s financial lives so they can have more time to focus on what’s important, living out their life’s purpose.

Your wealth should give you freedom; freedom to enjoy life, to explore the world, and to pursue your dreams. San Diego Wealth Management can help you by making the management of your wealth easier and simpler. We believe in taking a comprehensive approach which includes:

Investment Planning Education Planning

Estate & Trust Planning Cash Flow Management

Retirement Planning Income Tax Analysis

Insurance Analysis

*Securities and investment advisory services offered through SagePoint Financial, Inc, member FINRA/​SIPC and a registered investment advisor. Additional investment advisory services and insurance services offered through San Diego Wealth Management, LLC, a registered investment advisor not affiliated with SagePoint Financial, Inc.

History

Established in 2004.

San Diego Wealth Management is a boutique wealth management firm dedicated to helping our clients preserve and grow their wealth. We offer a variety of financial services but specialize in wealth management, asset management, wealth transfer strategies, income strategies and providing financial planning services.

Choosing the right advisor is one of the most important investment decisions you will make. At San Diego Wealth Management, we are dedicated to helping our clients preserve and grow their wealth. We understand that trust is something that must be earned. To do that, we will listen to your needs, develop a sensible plan and creative solutions, and be accountable to you by letting you know how you’re doing relative to your goals and objectives. Our goal is to preserve and grow your wealth so that you can relax and pursue the life you dream of.

Meet the Business Owner

Cory S.

Business Owner

Cory is a Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU) and is the founder of San Diego Wealth Management. Since 1996, Cory has been providing wealth management services to individuals and businesses throughout Southern California. Cory 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 & 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.