Personalized planning
Plans are designed around clients' lives and financial goals.
McKenna Financial
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About McKenna Financial
In San Diego, McKenna Financial is a financial advising firm serving individuals and families. It develops personalized financial plans around clients' lives and goals, with guidance across financial goal setting, investments, retirement, taxes, risk management, estate matters, education, cash flow, and income planning. Advisors work with clients on decisions informed by their investments, strategies, priorities, and changing circumstances. The firm also offers regular portfolio reviews, timely recommendations, and adjustments to portfolios, with ongoing communication and answers to client questions. Its planning process includes a clear explanation of services, goals, and fees before clients move forward. McKenna Financial says it has served people in San Diego since 1969.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Portfolio reviews
Regular reviews, timely recommendations, and portfolio adjustments.
San Diego since 1969
The firm has served people in San Diego since 1969.
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