Five Star Wealth Manager Award Winner 2016, 2017, 2018*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.
Five Star Wealth Manager Award Winner 2016, 2017, 2018*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.
Let’s create a financial plan designed around your life and goals. The right plan is the one that helps you move toward attaining the life you want for you and for your family.
Meet Our TeamOne of the founding principles of our firm is creating and maintaining strong, long-term relationships with our clients. This personal touch is what sets our firm apart from others. At McKenna Financial, you’ll be able to make informed decisions alongside an advisor who is actively involved and familiar with your current investments, financial strategies, goals, and priorities.
Explore the range of possibilities through personalized, comprehensive financial planning designed specifically for you. Our dedicated team of professionals at McKenna Financial will guide you every step of the way, helping you make well-informed decisions to secure your financial future.
Learn MoreWe’re here to help you plan for your financial success. That means developing and utilizing a transparent wealth strategy you can clearly understand. Know what you’re committing to before moving forward with a simple breakdown of services, goals, and fees.
Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. We’re always available to answer questions, make changes to a portfolio, and more to grow and preserve wealth.
Since 1969, McKenna Financial has helped the people of San Diego in pursuit of building wealth, protecting assets and achieving financial goals. The strong personal relationships we build and maintain with our clients are the foundation of our firm.