Broker Check

David R. Bretz, CFP®
3131 Camino Del Rio N., Suite 380
San Diego, CA 92108

(619) 878-1577

Advisory Services

We provide advisory services and asset management to our clients on a fee-based platform. This means that our advisory services are fee-based as a percentage of the assets that we manage. Fee-based asset management allows us to provide investment solutions while giving clients objective, fiduciary investment advice based on their individual situation.