Featured Business Financial Advisor in San Diego, CA
San Diego Financial Advisors
Koa Wealth Management
11260 El Camino Real, Suite 220
San Diego, CA 92130
Phone Number
“Success Favors The Brave ”
Advisor Profile
Michael Souza
Name:  Michael Souza
Website:  Visit Website
Disclaimer
Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory services offered through Koa Wealth Management. M.S. Howells & Co. is not affiliated with Koa Wealth Management.

About Koa Wealth Management

You live life to the fullest-working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards.

Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We've helped countless clients create a path to success and we've been with them - and their families - every step of the way. Through life's victories as well as life's turbulent waters, we ensure that our clients feel confident in the plan we build together.
 

General Information

States Willing to do Business in:    Carlsbad,Coronado,Encinitas,La Jolla,La Mesa,Oceanside,Poway,Rancho Santa Fe,San Diego,San Marcos,Solana Beach,Vista
Name of Broker/Dealer:    M.S. Howells & Co.
I work with the following types of clients:    Businesses, Individual Investors
Insurance License#:    0D90160
Number of Years with Current Firm:    1
Name of Custodial Firm:    Charles Schwab
States Licensed in:    CA, HI, IL
Firm CRD#:    104100
CRD#:    4602740
Years of Experience in Financial Services:    17
 

Services

I can meet clients in the following ways:    At your office, Via phone, At my office, At your home
Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Life, Health
Securities Licenses:    Series 7, Series 9, Series 10, Series 66, Series 3
 

Firm Information

Assets Managed by Firm:    $100,000,000
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets, Flat Fee