McKenna Financial was established in 1969 when our founder, Bob McKenna, wanted to make a shift from the culture of major Wall Street firms to a business that prioritized long-term relationships, personalized service, and independence with regard to investment decisions. Bob’s son, James, joined the firm in 2009 after having worked for Fidelity Investments in New York City. Jennifer joined McKenna Financial in 2016 and is an invaluable addition to our team. James and Jennifer are CERTIFIED FINANCIAL PLANNER™ professionals and have both earned a Master of Science degree in Business Administration with an emphasis in Financial and Tax Planning (MSBA-FTP) from San Diego State University.
At McKenna Financial, we are committed to upholding our fiduciary duty to always act in your best interest. Our ultimate goal is to be your lifelong wealth advisor, helping you and your family achieve financial security so that you can focus on what really matters to you. Relationships with our clients are at the core of everything we do and we strive to truly understand who you are, what’s most important to you, and where you envision yourself in the future. We found that this personalized approach is the best way to serve our clients in developing a financial plan built around their specific goals, values, and priorities.
The majority of our clients are professionals residing in San Diego who are preparing for retirement or already enjoying it. Additionally, we extend our services to individuals outside of California, working with people from various locations to provide our expertise and assistance. We proudly continue to assist clients who have been with our firm since the very beginning. Maintaining long-lasting relationships with our clients and our dedication to serving them throughout the various stages of their financial planning journey is our greatest privilege.
