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
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article