Welcome, we're FSI Wealth Management, a financial organization in San Diego, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We are fiduciaries and can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. We are a team of experienced professionals, acting as fiduciaries, and are ready to help with your financial issues and concerns.
Our professionals have years of experience in financial services. We are fiduciaries and can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. We are a team of experienced professionals, acting as fiduciaries, and are ready to help with your financial issues and concerns.
Services
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.
Advanced Wealth Planning is our approach to creating a comprehensive financial strategy that addresses your most essential values, goals, and vision. Beginning with taking the time to explore these aspects of your financial personality, we'll strive to gain a deep understanding of your primary objectives.
At FSI Wealth Management, our process is designed to build and support strong relationships based on trust. As your trusted advisors, we'll take the time to get to know you on a highly personal level, guiding you through the many decisions that influence your ability to realize your vision-today and far into the future.
Our investment philosophy is based on five key concepts for financial success--concepts that we believe keep investors (and their investments) on track to reach their financial goals. Much more than simply reducing risk by "not putting all your eggs in one basket, " effective diversification helps take the emotion out of the investing process and provides balance that historically helped dampen market volatility.
Paul A. Neves, CFP, ChFC A current resident of Point Loma, California, Paul enjoys spending his free time with family and friends. His hobbies include boating, cooking, dining out, and traveling.
Active in his community, both professionally and personally, Paul is a fiduciary and is a member of the Financial Planning Association, the SDSU Alumni Association, and has served as the President of the Point Loma Soccer Association and the Riptide Soccer Club, and has sat on the boards of both the Cabrillo Park & Rec Council and the Ocean Beach Park & Rec Council.
Active in his community, both professionally and personally, Paul is a fiduciary and is a member of the Financial Planning Association, the SDSU Alumni Association, and has served as the President of the Point Loma Soccer Association and the Riptide Soccer Club, and has sat on the boards of both the Cabrillo Park & Rec Council and the Ocean Beach Park & Rec Council.
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