WFA Of San Diego

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

WFA Of San Diego — overview

About

WFA Of San Diego is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include asset management, financial planning, portfolio management services, and pension consulting services. The services are offered to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities.

WFA Of San Diego - known decision makers (5)

Position	Location	Asset Class
Senior Wealth Advisor & Investment Committee Member	San Diego, US	GEN
Senior Vice President	San Diego, US	GEN
Chief Financial Officer	San Diego, US	GEN
Chief Operating Officer & Chief Compliance Office	San Diego, US	GEN
Owner	San Diego, US	GEN

Showing 5 of 5 known decision makers WFA Of San Diego

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo