San Diego
Proudly Serving
San Diego
350 Camino De La Reina
Suite 500
San Diego, CA 92108


Your San Diego Team
Janet Acheatel
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
Kevin Hoyle
Senior Wealth Advisor
Elisabeth Cullington
CFP®
Senior Wealth Advisor
Colleen Gepp
CFP®
Senior Wealth Advisor
Ty Summerlin
CFP®
Senior Wealth Advisor
Rachel Luken
CFP®
Senior Wealth Advisor
Eric Davis
CFP®
Wealth Advisor
Vernon Eberly
CFP®
Wealth Advisor
Brooke Warner
CFA®, CFP®
Wealth Advisor
Kyle Whisenhunt
CFP®
Wealth Advisor
April Schultz
CFP®
Associate Wealth Advisor
Enjoy some of our latest resources
June 17, 2025
Is It Time to Worry About the National Debt?
The national debt is growing—but what does that really mean for investors? In this video, Focus Partners’ Kevin Grogan explores what’s behind the numbers, how the U.S. is positioned globally, and what steps could help address the issue over time.
Watch the videoJune 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcast