Broker Check


Let's design a customized financial strategy that strives to grow wealth, generate income and leave a legacy for future generations.

Start Today

Chart Your Course Towards Financial Success

We help create a strategy tailored to your financial needs and goals.

Our Process

Experience helping Southern Californians pursue their financial goals.

Our History

Trust. Honesty. Integrity. Values matter, and we live by ours every day.

Our Values


Credit Union Member Centered

At Kinecta Wealth Management, we know that you want to grow and preserve your wealth. You aim for financial prosperity for yourself and your family.

In order to do that, you need experienced guidance to help create the most suitable personalized financial plan for the future.

The problem is that there are many investment options and it's hard to know what to trust. Our Financial Advisors are here for you. For years, we’ve helped Southern Californians pursue their financial goals.

Let's start today! Make an appointment with your local Kinecta Advisor and create a financial game plan towards maximizing your success. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. From there, nurturing your investment plan is crucial, and we will be there with you every step of the way.

Meet Our Team

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More

Connect With Us!

Name
Email
Phone
Message
Thank you! Oops!