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12531 High Bluff Drive, Suite 110, San Diego, CA 92130

858-668-0776
info@mypremierwealth.com
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Life. Long. Relationships.

Our client relationships are life-long. This builds the intimacy and insight for us to create truly personalized plans. 


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See Our Office

Take a look around and meet our great team.

Our Experience

Our Experience

Our team has a collective 85 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to effective tax strategies, to just being someone to lean on in your time of need. When you work with us, what is important to you becomes important to us.  

Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results.


A New Approach to Planning

Our services range from financial planning to investment management. But no matter what the topic is, our focus is always on you.

Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Process

We create strategies that are tailored to your needs and goals.


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Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • “My family struggled financially when I was growing up. So, I am truly passionate about helping people make smart money decisions, so they don’t ever have to experience what we went through.“

    - Josh Koehnen,

    Managing Partner

  • “We have the best team that’s always willing to go the extra mile for our clients and each other.”

    - Ari Crandall,

    Managing Partner

  • “My value to my clients comes from our mutual understanding of their life issues. What sets me apart is that my client is a person and not a portfolio or a bank account. Investment management, financial planning, estate planning is not what I do, but how I do it!”

    - Josh Koehnen,

    Managing Partner

  • “It's a great feeling knowing our clients trust us and count on us to help make their lives a little easier.”

    -Kristin Moniz

  • “I want our clients to know that though I may primarily see or talk with them during tax season, I am here for them throughout the year. Because being here for them is my main priority.”

    - Mary Beth Gassmann

  • “We have an amazing team dedicated to delivering an exceptional client experience.”

    - Angela Heins

  • “I love helping our clients feel like family members--it's a pleasure helping others take care of those they care about most.”

    - Carrie Klinger

  • "We don't just manage finances- we empower futures. I'm proud to be part of a team that combines deep expertise with genuine care to help our clients achieve lasting success."

    -Cole Chodorow

  • "It's rare to find a company that not only talks about values but actually lives them every day. At PWA, I get to be part of a team that truly cares about our clients, about each other, and about doing what's right. Being in a role focused on client experience is so fulfilling when you genuinely believe in the people and the purpose behind it all". 

    -Jasmine Licavoli

  • "I love helping people feel confident about their money and knowing they've got someone in their corner for whatever life throws their way." 

    -Matt Devine

  • "I love being part of a team that strives each day to go above and beyond, ensuring our clients feel valued and well cared for. 

    -Vanessa Munoz

TELL US HOW WE CAN HELP YOU TODAY

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