Wealth Alliance

Specialties

Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer. We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals. Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.

History

Established in 1999.

Let us put the power of our team’s knowledge and years of experience to work for you today. We exist to serve you through a level of service that will exceed your expectations. Extraordinary is our standard and our family of raving fan clients express that better than us. Come to one of our events and meet us and our clients or call us today to start down the road on your journey to wealth management.

We welcome your call, your questions, and your challenges. We have solutions to help your financial means work towards your life goals.

Meet the Business Owner

Kevin B.

Business Owner

A native of South Africa, Kevin moved to the United States at age nineteen to attend the University of San Diego where he graduated magna cum laude with a Bachelor of Arts in Accounting. Upon graduation he accepted a job with Deloitte & Touché where he practiced for four years and became Certified Public Accountant (CPA). In 1999 Kevin left Deloitte & Touché to start his own business as a wealth manager, and in 2004 he achieved the additional designation of Certified Financial Planner (CFP®).

Heading an independent wealth management firm in the Del Mar area for the past twelve years, Kevin has focused on meeting the needs of high net worth individuals and their families. Kevin currently serves on the board of directors of the Financial Planning Association of San Diego, he has received recognition as a Five Star Wealth Manager for the past several consecutive years, and he maintains an active membership with the AICPA among other professional affiliations.