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Get Started on Your Life Plan Today
San Diego Team
Together We Do More for You
When we're not out soaking in San Diego's beautiful sun and beaches, or out enjoying each other's company with a glass of wine, we're a cohesive unit working together to deliver you the best client experience possible! A fun-loving group of six dedicated advisors, all with different strengths and experiences, our San Diego team strives to deliver long-lasting positive impacts in our clients' lives. Teamwork is at the heart of everything we do. You have more than just one advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.
- Wealth & Asset Management
- Life Insurance
- 401(k) & Retirement Planning
- Saving for College
- Social Security
Meet Your Financial Team
WINDUS FERNANDEZ BRINKKORD, AIF®
VICE PRESIDENT OF WEALTH MANAGEMENT
- Wealth Management
- Risk Management
- Generational Planning
- 401(k) & Retirement Planning
- Investment Planning Strategies
GARY SUSSMAN, CFP®
WEALTH ADVISOR
- Wealth Management
- Tax Strategies & Management
- Generational Planning
- Retirement Planning
- Life Insurance
ERIC JOHNSON, AIF®
WEALTH ADVISOR
- Business Owners Planning
- Life Transition Strategies
- Tax Planning Strategies
- 401(k) & Retirement Planning
- Estate Planning Strategies
NOAH SANTO DOMINGO
WEALTH ADVISOR
- Risk Management
- Insurance
- Retirement Planning
- Wealth Management
- Estate Planning
GUNNER OURY
WEALTH ADVISOR
- Risk Management
- Wealth Management
- Retirement Planning
- Investment Planning Strategies
- Education Planning