Paul A. Neves,  CFP<sup>&reg;</sup> - Financial Advisor

Paul A. Neves, CFP®

ChFC,

President

FSI Wealth Management

1455 Frazee Rd., Suite 804
San Diego, CA 92108-4301
FINANCIAL ADVISOR'S WEBSITE
(800) 859-5793
(619) 681-1911

General

Paul Neves is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FSI Wealth Management in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources