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San Diego Financial Advisors
Koa Wealth Management
11260 El Camino Real, Suite 220
San Diego, CA 92130
(760) 602-6924
“Success Favors The Brave ”
Advisor Profile
Michael Souza
Name:  Michael Souza
Website:  Visit Website
Disclaimer
Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory services offered through Koa Wealth Management. M.S. Howells & Co. is not affiliated with Koa Wealth Management.

About Koa Wealth Management

You live life to the fullest-working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards.

Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We've helped countless clients create a path to success and we've been with them - and their families - every step of the way. Through life's victories as well as life's turbulent waters, we ensure that our clients feel confident in the plan we build together.
 

General Information

CRD#:    4602740
Firm CRD#:    104100
Insurance License#:    0D90160
Name of Broker/Dealer:    M.S. Howells & Co.
Name of Custodial Firm:    Charles Schwab
States Licensed in:    CA, HI, IL
States Willing to do Business in:    Carlsbad,Coronado,Encinitas,La Jolla,La Mesa,Oceanside,Poway,Rancho Santa Fe,San Diego,San Marcos,Solana Beach,Vista
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    1
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds
I can meet clients in the following ways:    Via phone, At my office, At your office, At your home
 

Qualifications & Memberships

Securities Licenses:    Series 9, Series 10, Series 66, Series 3, Series 7
Insurance and Annuity Licenses:    Life, Health
 

Firm Information

Assets Managed by Firm:    $100,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Michael Souza

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