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.
|Firm Start Year:||2018|
|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|
|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|
|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|
|Bachelors of Science - Political Science||
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 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.
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.
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.
|Mon.||7:30 AM - 5:00 PM|
|Tue.||7:30 AM - 5:00 PM|
|Wed.||7:30 AM - 5:00 PM|
|Thu.||7:30 AM - 5:00 PM|
|Fri.||7:30 AM - 5:00 PM|
|Poway||Rancho Santa Fe|
|San Diego||San Marcos|