Koa Wealth Management
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Koa Wealth Management, LLC is a registered investment advisor. Please visit our website for importan Client-driven Relationships. Process-driven Results.
As your family’s Personal CFO, we offer authentic & trustworthy financial advice & asset management services. 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. KoaWealth.com
Koa Wealth Manage
11/23/2022
Here at Koa we realize that to be a successful advisor for you and your family we need to see your FULL financial picture. Running a comprehensive financial plan plays a key role in how we optimize, grow and protect your wealth over time.
We are excited to share with you that our CEO, Michael Souza was featured on the up-and-coming podcast “In The Know” which highlights San Diego industry leaders, hosted by Nick Dawson from loanDepot.
Over the next 9 weeks we will be sharing small clips of the episode and at the end we will release the full video.
It’s been a while since we posted so let’s first introduce our CEO and share a little on his background.
01/13/2022
As we look back at what was a tumultuous 2021 for the markets and look ahead at 2022 cautiously optimistic, we share some of our observations and recent portfolio positioning moves. Feel free to reach out if you would like to speak with us regarding your wealth management needs.
https://koawealth.com/market-commentary-2021-year-end-and-2022-market-outlook/
07/22/2021
As we head into the second half of 2021 and the global economic recovery takes shape, we share our current market thoughts and a framework that outlines how we are navigating an uncertain road ahead for clients. Feel free to reach out if you have questions.
READ MORE HERE: https://koawealth.com/market-commentary-first-half-2021/
04/09/2021
What a difference a year makes! After one of the sharpest recessions in market history, and subsequently one of the swiftest recoveries ever to finish out a tumultuous 2020, there seems to be light at the end of the Covid tunnel. Below, we share a few of our current market thoughts and a framework for how we are navigating an uncertain road ahead for clients.... As always, feel free to reach out if we can help!
Click here to view full article:https://koawealth.com/wp-content/uploads/2021/04/Q1-2021-8.pdf
03/24/2021
Be sure to check out our March 2021 Market Commentary!
Market Commentary – March 2021 | KOA Market Commentary – March 2021 March 17, 2021 Investor Library, Market Commentary Berkshire Hathaway’s 2020 Shareholder Letter – Drawing Parallels to How We Invest Money at KOA Over the past couple of weeks, we heard from Warren Buffett, courtesy the annual 2020 Berkshire Hathaway shareholder ...
03/04/2021
“Many of us don’t know where to begin when it comes to budgeting for college. With all the moving targets and uncertainty around which school your kids will actually end up going to, it’s hard to figure out what your total bill is going to be. What’s not hard though is creating a realistic budget to know which schools you can afford and which schools might be a stretch. In this part 1 of 4 college budgeting blogs we go over factors that are often over looked and tools you can use to determine your 4 year college budget.”
https://koawealth.com/financial-planning-how-to-create-a-baseline-budget-for-your-childs-4-year-college-degree/
03/01/2021
We would like to take a moment to welcome Koa’s newest team member, Giri Krishnan. We are so excited to have Giri be a part of the Koa Ohana.
To keep up to date with all of Giri’s Market Commentary and Investing Insights be sure to follow him on Linkedin - https://www.linkedin.com/in/giri-krishnan-061275/
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Website
Address
PO Box 231030
Encinitas, CA
92024
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |