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PHONE: (844) 249-6534E-MAIL: Hello@stratospw.com
LET'S TALK
PHONE: (844) 249-6534E-MAIL: Hello@stratospw.com
LET'S TALK
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Meet Our San Diego Team

Our San Diego office is home to a dedicated group of private wealth management advisors who specialize in navigating the complex financial landscapes of the Southern California tech and engineering sectors. 

Stratos Private Wealth Advisors: Setting Financial Goals for San Diego

Our San Diego team offers specialized guidance in areas like concentrated stock positions and tax-efficient diversification.

By humanizing the financial journey, our Stratos Private Wealth Advisors provide the empowering guidance necessary to navigate life’s critical transitions with confidence and conviction.

Visit Our San Diego Office

Connect with our local team to experience our proprietary three-meeting process firsthand and discover how a data-driven roadmap can bring clarity to your financial future.

Team Members

Website Team Photos (20)-1
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Tyler Morris, CPWA®, CIMA® Founding Partner, Managing Director 
Tyler Morris, CPWA®, CIMA® Founding Partner, Managing Director
Robert Meyer
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Robert Meyer, CFP®, CPWA®, CEPA Founding Partner, Wealth Advisor
Robert Meyer, CFP®, CPWA®, CEPA Founding Partner, Wealth Advisor
Pat Ford (1)
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Patrick Ford, CPWA®, CIMA® Founding Partner, Wealth Advisor 
Patrick Ford, CPWA®, CIMA® Founding Partner, Wealth Advisor
Janeen Kozak, SHRM-CP®
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Janeen Kozak, SHRM-CP® Partner, COO
Janeen Kozak, SHRM-CP® Partner, COO
Colin Domonoske
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Colin Domonoske, CFP®, CIMA® Wealth Advisor 
Colin Domonoske, CFP®, CIMA® Wealth Advisor
Cynthia Gatlin
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Cynthia Gatlin Wealth Advisor
Cynthia Gatlin Wealth Advisor
Chris Reyes
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Chris Reyes, CAIA Portfolio Management Analyst
Chris Reyes, CAIA Portfolio Management Analyst
Nicole Farrar
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Nicole Farrar, CFP® Associate Wealth Advisor
Nicole Farrar, CFP® Associate Wealth Advisor
Nathan Sorkin
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Nathan Sorkin, CFP® Associate Wealth Advisor
Nathan Sorkin, CFP® Associate Wealth Advisor
Danny
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Danny Roberts Associate Wealth Advisor
Danny Roberts Associate Wealth Advisor
Jacob Li
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Jacob Li Associate Wealth Advisor
Jacob Li Associate Wealth Advisor
Emily Saffa
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Emily Saffa Client Service Manager
Emily Saffa Client Service Manager
Irene Zawasky
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Irene Zawasky Client Service Lead
Irene Zawasky Client Service Lead
Jamie George
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Jamie George Client Service Specialist
Jamie George Client Service Specialist
Nick Pamintuan
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Nick Pamintuan Client Service Specialist 
Nick Pamintuan Client Service Specialist
George Nieblas
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George Nieblas Client Service Specialist
George Nieblas Client Service Specialist
Devon Abbiate
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Devon Abbiate Client Service Specialist
Devon Abbiate Client Service Specialist
Luke
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Luke Lowery Wealth Manager Assistant
Luke Lowery Wealth Manager Assistant
Deadra Terpkosh
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Deadra Terpkosh Receptionist
Deadra Terpkosh Receptionist
Allison Williams
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Allison Williams, CFP® Special Projects Liaison
Allison Williams, CFP® Special Projects Liaison
Bob Wolter
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Bob Wolter Strategic Relationship Manager
Bob Wolter Strategic Relationship Manager

Meet Your Private Wealth Management Advisor Today

Your financial journey is unique, and it deserves a strategy that reflects your individual values and professional path.

Contact our San Diego office today to schedule your introductory call and take the first step toward a more confident financial future.