FSI Wealth Management

(on frazee road)
Financial and Investment Services in San Diego, CA
Financial and Investment Services
Financial Services

Location

1455 Frazee Road
San Diego, CA
92108

About

FSI Wealth Management has been assisting successful professionals and retirees with advanced wealth planning services since 1995.

Located in San Diego, FSI Wealth Management works with southern California residents as they seek to invest, save and plan for the future.

Our team of highly credentialed fiduciary advisors is dedicated to providing advice and services that are transparent and objective. Through asset allocation, tax efficient planning and risk management strategies, our seamless financial planning solutions are designed to support you on every step of your wealth and retirement planning journey.

Our comprehensive wealth management firm specializes in working with aerospace and defense employees and retirees from San Diego based companies that include Raytheon, Hughes, Northrop Grumman, General Dynamics, Qualcomm, NASSCO and Lockheed Martin. With advanced insight into each of these organizations, FSI Wealth Management is uniquely positioned to support our clients as they navigate their retirement, stock and pension fund options and insurance needs.

In order to provide top-tier personalized service and highly impactful wealth management solutions, our firm partners with a select number of high-net worth professionals and retirees. One of the leading independent wealth management firms in the San Diego area, our team has been entrusted with the management of over $150 million in assets.

Photos

FSI Wealth Management Photo FSI Wealth Management Photo FSI Wealth Management Photo FSI Wealth Management Photo FSI Wealth Management Photo

Services

  • Wealth Enhancement
  • Wealth Protection
  • Wealth Transfer & Legacy
  • Retirement Planning

Latest

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In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events. LIBRARY-MESSAGES.COM Monthly Market Insights | December 2020
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In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. FSIWEALTH.NET Monthly Market Insights | January 2021
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As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. LIBRARY-MESSAGES.COM Monthly Market Insights | February 2021
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. FSIWEALTH.NET Monthly Market Insights | February 2021
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The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500 LIBRARY-MESSAGES.COM The Anatomy of an Index
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity FSIWEALTH.NET Perception vs. Reality
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Even low inflation rates can impact your retirement outlook over time. LIBRARY-MESSAGES.COM Inflation - Back to the Future
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A home is the single largest financial commitment for most people. What mortgage fits you best? FSIWEALTH.NET Choosing a Mortgage
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In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks. LIBRARY-MESSAGES.COM Monthly Market Insights | March 2021
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Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. LIBRARY-MESSAGES.COM How to Make the Tax Code Work for You
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When it comes to investing, you may be your own worst enemy. LIBRARY-MESSAGES.COM Don’t Be Your Own Worst Enemy
Does it make more sense to push back #retirement, or not to retire at all? FSIWEALTH.NET Should You Ever Retire?
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance LIBRARY-MESSAGES.COM Rebalancing Your Portfolio
How much is enough for your emergency fund? FSIWEALTH.NET Your Emergency Fund: How Much Is Enough?
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired? LIBRARY-MESSAGES.COM Dreaming Up an Active Retirement

Information

Company name
FSI Wealth Management
Category
Financial and Investment Services
Est
1995

FAQs

  • What is the phone number for FSI Wealth Management in San Diego CA?
    You can reach them at: 619-681-1911. It’s best to call FSI Wealth Management during business hours.
  • What is the address for FSI Wealth Management on frazee road in San Diego?
    FSI Wealth Management is located at this address: 1455 Frazee Road San Diego, CA 92108.