Wonder Wealth

San Diego, CA Financial Services
(619) 537-9680
(619) 537-9680
San Diego, CA

San Diego, CA

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About the Business

Money isn't just about numbers. It's also about the human side of it: emotions, mindsets, and limiting beliefs. That's why I offer a whole meeting dedicated to this subject. It can be especially helpful for couples, because two different people often have two different life experiences with money. They need to come together and make decisions as one.

When you work with me at Wonder Wealth, you get personalized attention and guidance. I'm the only one here, so there are no phone trees or support staff. Plus, I don't require a minimum of any kind.

My fees are simple and transparent. There's one monthly fee, and that's it. No hidden contracts or commissions. I'm also legally obligated to always do what's best for my clients without any major conflicts of interest.

I have 11 years of experience in the industry and have created hundreds of financial plans for people with net worths ranging from negative to $25 million. I've also owned my own duplex rental property, so I can offer resources to those of you interested in that too.

Finally, I'm an expert at travel rewards and haven't paid for a flight since 2017. I can help my clients master tips and tricks to make sure they can travel without breaking the bank. This advice alone could be worth thousands.

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Publisher Info

Opening Time

  • Mon-Thu
    8:00 am - 5:00 pm
  • Fri
    8:00 am - 4:00 pm
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