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San Diego

Meet the San Diego team, led by our founder and president, Jeff Brown. Driven by a vision to break free from traditional models, Jeff aspired to create something that could truly change clients lives through real financial planning.

Envisioning a firm with superior client service, diverse knowledge in complex investments and financial situations, and strong company culture, Jeff carefully built his team in San Diego, which would later become the first flagship office in the collective of Stratos Private Wealth firms.

The Force Behind the Experience

We take pride in our staff and know that every successful team must intertwine not only talent and skill but heart and integrity. Meet your personal concierge in sunny San Diego.

  • Financial Guides
  • Client Service
  • Executives
Nathan (1)
Nathan Sorkin Paraplanner
Nathan Sorkin Paraplanner
Deadra Terpkosh
Deadra Terpkosh Receptionist
Deadra Terpkosh Receptionist
Autumn Valencia
Autumn Valencia Marketing Manager
Autumn Valencia Marketing Manager

Your Dedicated Team

Our San Diego team members are ready to greet you. We pride ourselves on building strong relationships with our clients and working collaboratively to deliver outstanding results, this is where they make it all happen.

San Diego Team

Your Financial Guides

In our San Diego office, we have a team of seasoned professionals who bring a wealth of knowledge and innovation to the table. With years of industry experience and a deep commitment to client service, our advisors are well-equipped to guide you through complex challenges and help you make informed decisions.  Our team of advisors will provide you with valuable perspectives and customized solutions tailored to your specific needs.

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Get in Touch with our San Diego Team

12348 High Bluff Drive Suite 200, San Diego CA 92130 | (844) 249-6534