FSI Wealth Management

At FSI Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. As a financial organization in San Diego, CA, we are committed to helping our clients take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our Services

As a team of experienced professionals, we act as fiduciaries, and we are ready to help you with your financial issues and concerns. With almost 30 years of experience, our team is dedicated to helping our clients achieve their life goals while providing peace of mind and financial stability.

We offer a wide range of services, including:

• Wealth Planning: Our experts will work with you to create a personalized wealth plan tailored to your unique needs and goals.
• Investment Management: We will help you develop a comprehensive investment strategy that aligns with your financial goals and risk tolerance.
• Retirement Planning: We will help you create a sustainable retirement plan that takes into account your income needs, expenses, and aspirations.
• Estate Planning: Our experts will help you develop a comprehensive estate plan that ensures your assets are distributed according to your wishes.

Our Approach

At FSI Wealth Management, we believe that preparation is the key to a successful financial future. We take the time to understand our clients' unique circumstances, goals, and concerns, and we work closely with them to develop a personalized financial plan.

We believe that financial planning is not just about numbers and data; it's about people and their aspirations. We take a holistic approach to financial planning, considering not just your financial goals but also your personal values, interests, and goals.

Our Team

At FSI Wealth Management, we are passionate about helping our clients achieve their financial aspirations. Our team of experienced professionals is dedicated to providing exceptional service and expertise to help you achieve your financial goals.

Our team includes Paul A. Neves, CFP, ChFC, and Darrin A. Santos, CFP, who have years of experience in financial services. We are fiduciaries and are committed to acting in the best interests of our clients.

Contact Us

If you're looking for a trusted partner to help you achieve your financial goals, we invite you to contact us today. Our team is dedicated to providing personalized service and expert guidance to help you achieve your financial aspirations.