San Diego Wealth Management, LLC
San Diego Wealth Management, LLC (CRD# 155876) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Kathleen Lindquist (CRD# 4884198) is an Investment Advisor Representative working at San Diego Wealth Management, LLC in San Diego, CA and has over 13 years of experience in the finance industry. Kathleen Lindquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aries Jimenez (CRD# 5754611) is an Investment Advisor Representative working at San Diego Wealth Management, LLC in San Diego, CA and has over 5 years of experience in the finance industry.