FSI Wealth Management Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

FSI Wealth Management Inc. is a San Diego–based financial services firm that provides wealth management services to professionals and retirees in Southern California. Founded in 1994, the company emphasizes prudent growth and protection of client assets, acting as trusted advisors to help clients manage retirement and life goals while reducing financial stress. The practice focuses on a selective client base, typically serving individuals with investable assets exceeding half a million dollars, and aims to deliver a high level of personalized service through a limited number of engagements. With its roots in the local community, FSI leverages experience working with professionals from aerospace, defense, and technology sectors to address retirement options, stock options, and pension considerations in support of clients’ retirement visions. Based in San Diego, the firm operates within the independent wealth management segment of the financial services industry. A recent note indicates ongoing activity in client care and regulatory disclosures are available through their website, underscoring a commitment to transparency and fiduciary practice.

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