San Diego Wealth Management

San Diego, California

1455 Frazee Road, Suite 500
San Diego, CA 92108
Phone: 619.413.9514
Fax: 619.923.3855

Get in touch

Our San Diego wealth management team can work with you to create a personalized financial plan designed for your big picture. 

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.

Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services. 

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Meet your San Diego wealth management team

I am fortunate to work with a team of individuals that share my passion to provide sound a...

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Alexia Candelaria, CFP®

Lead Advisor

I am responsible for thinking strategically with our clients about their life plans and en...

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Kory Leadon, CFP®

Senior Lead Advisor

As the Growth and Operations Director in our Southwest Region region I work with potential...

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Kristen Purnell

Richer Life Business Partner

As the growth and operations manager for the Southwest region, I strive to create strong r...

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Mackenzie McMillan

Executive Assistant

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

I am fortunate to work with a team that shares my excitement for collaborating with client...

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Max Gallagher, CFP®

Lead Advisor

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Director of Real Estate Group

Talk to a San Diego financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client