FSI Wealth Management

FSI Wealth Management has been serving local aerospace and defense workers and retirees in Southern California since 1995. Raytheon and Hughes, Northrop Grumman, and General Dynamics employees, as well as the many other firms with operations in San Diego, rely on us. Our San Diego-based wealth management firm knows more about these businesses than any other. Clients receive a lifetime relationship with an advisor, who they will get to know and trust. We have managed over $150 million in assets for select high-net-worth professionals and retirees we service.

Clients believe that Paul Neves is fantastic at his job and have only have only good things to say about him. They greatly appreciate his talent. He is warm and caring, listen to their concerns and replies to every question they have. His financial plans are easy to understand. And that has made clients to finally see the fairs of their lives and the actual set of goals that they need to accomplish for them to live a fulfilled life. According to customers; the clients say that Paul has major qualities to explain complicated investment options and his good nature make him easy to work with. His relationship with some of his customers has grown to a level of family. He has a team of like minded professionals who share his good traits thus your financial issues are sure solved. Customers trust Paul and are happy about the life changing insights given to them by Paul.