3170 4th Av., Suite 300,, San Diego, CA, California 92103, USA

WFA Wealth Managers

3170 4th Av., Suite 300,, San Diego, CA, California 92103, USA

Reviews

Tyler
March 17, 2018
Freelance , 51-60 , Engineer
Extremely helpful
WFA is extremely helpful when it comes to planning for the future. They are also very knowledgeable, in helping yachties with their funds and or various sources of income. I would encourage anyone to have a chat with them, with respect to savings or future planning. I would highly recommend speaking to their retired yachtie on staff Muriel Biby. They have been very productive for me. After years of dealing with banks and mainstream investment firms, they have been a welcomed change.
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John
February 02, 2018
Double Haven , 51-60 , Captain
Captain G. Re WFA
I have worked in yachting for over 40 years. To make my income work for me towards a sustainable retirement has been an ongoing minefield. I have been very impressed with WFA. They don't take commissions but a fixed percentage fee only. My account is constantly being reviewed and re-positioned with falls and increases of the markets. I have been very happy with the results and the comforting knowledge that money is being professionally managed and, unlike with property, I can withdraw or sell sums if necessary.
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Location

3170 4th Av., Suite 300,, San Diego, CA, California 92103, USA
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5.0
2 Reviews
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Tyler
March 17, 2018
Freelance , 51-60 , Engineer
Extremely helpful
WFA is extremely helpful when it comes to planning for the future. They are also very knowledgeable, in helping yachties with their funds and or various sources of income. I would encourage anyone to have a chat with them, with respect to savings or future planning. I would highly recommend speaking to their retired yachtie on staff Muriel Biby. They have been very productive for me. After years of dealing with banks and mainstream investment firms, they have been a welcomed change.
Did you find this review helpful?
John
February 02, 2018
Double Haven , 51-60 , Captain
Captain G. Re WFA
I have worked in yachting for over 40 years. To make my income work for me towards a sustainable retirement has been an ongoing minefield. I have been very impressed with WFA. They don't take commissions but a fixed percentage fee only. My account is constantly being reviewed and re-positioned with falls and increases of the markets. I have been very happy with the results and the comforting knowledge that money is being professionally managed and, unlike with property, I can withdraw or sell sums if necessary.
Did you find this review helpful?

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