wiseradvisor

Michael Souza
Koa Wealth Management

Tel: (760) 602-6924
11260 El Camino Real
Suite 220
San Diego, CA 92130

Success Favors The Brave

Koa Wealth Management | Financial Advisor in San Diego ,CA


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

Firm Start Year:   2018
No.of Employees:   5-9
Insurance License#:   0D90160
Name of Broker/Dealer:   M.S. Howells & Co.
Name of Custodial Firm:   Charles Schwab
States Licensed in:   CA, HI, IL
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors, Businesses


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life


Firm Information

Assets Managed by Firm:   $100,000,000


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets, Flat Fee


Education

Bachelors of Science - Political Science  Northwestern University
1997- 2001



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.

Michael Souza

Michael Souza

Michael Souza is Koa Wealth Management's founder, Chief Executive Officer, and Chief Investment Officer. Born with a natural instinct to protect others, Michael chose the Hawaiian word Koa to represent his firm as a testament to the Koa warriors and their legacy of being brave, bold, and fearless. Michael began his career in financial services at UBS PaineWebber, graduating from the firm's Financial Advisory Training Program and eventually attaining the Title of Vice President. After leaving UBS, Michael became a Senior Vice President and Portfolio Management Director at Morgan Stanley where he was consistently recognized by the firm as one its top advisors in San Diego County. Michael was a two-sport All-American at Punahou School in Honolulu, HI and he received his B.A. in Political Science with a Minor in Business from Northwestern University in Evanston, IL. Previous to joining the world of finance, Michael played professional football for the Indianapolis Colts. He now resides in Carlsbad, CA with his family.

My Services

Financial Advice & Consulting

There's no substitute for experience. We offer more then fifteen years of expertise in managing finances and providing counsel for entrepreneurs, professionals, and executives. Our experience provides perspective and objectivity as we approach your unique situation.


Financial Planning for Individuals

We adjust our planning services to your unique financial needs. The flexibility inherent in our planning services allows us to provide value to a variety of clients - from established individuals with financially-complex households to young professionals seeking guidance.


Portfolio Management

Our asset management services are process driven to deliver a consistent experience over time. We are always ready to educate you on the why behind your investments, so you feel fully comfortable with the details of your financial strategy. Whether you want all the details or just the highlights, we tailor our approach to your preferences.


My Team

Chad Williamson
Chad Williamson Client Service Associate
As Koa Wealth Management's lead Client Service Associate, Chad Williamson assists with the firm's eMoney technology platform. Chad graduated from San Diego State University with a Degree in Economics and was the Vice President of SDSU's Financial Planning Association. Chad joins Koa Wealth Management from the Wealth Consulting Group, a local RIA, where he served in a critical role as a Paraplanner. Chad is currently working towards completing his CFP® course work and sitting for ...more

Jacyln Murray
Jacyln Murray Senior Client Service Ast
Jaclyn is Koa's Senior Client Service Administrator. She provides relationship management, as well as client services and administrative support for our team. Prior to joining Koa Wealth Management, Jaclyn worked as a Client Service Specialist for Pure Financial Advisors. While in college, she interned with Morgan Stanley. Jaclyn received a degree in Business Management with a concentration in Entrepreneurship from San Diego State University. Jaclyn is currently pursuing the CFP® ...more

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 5:00 PM

Communities Served

Carlsbad Coronado
Encinitas La Jolla
La Mesa Oceanside
Poway Rancho Santa Fe
San Diego San Marcos
Solana Beach Vista

Social Networks

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