Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.
We bring a combined 30 years of experience providing expert financial advice.
Our team has developed proprietary financial planning software.
Clients enjoy superior service from our qualified professionals.
CPA, CFP® | President
A native of South Africa, Kevin moved to the United States at age nineteen to attend the University of San Diego where he graduated magna cum laude with a Bachelor of Arts in Accounting.
Ph.D. | Consultant
Originally from the Midwest, Audrey has made San Diego her home for the past twelve years and is a graduate of Michigan State University (B.S.), San Diego State University (M.S.), and the University of San Diego (Ph.D.).
ChFC, EA | Partner
Jason holds a Chartered Financial Consultant (ChFC®) designation, status as a Certified Estate Advisor through the National Association of Estate and Financial Planning..
Lori A Merino
EA | Senior Tax Associate
Lori has joined Wealth Alliance as an Enrolled Agent, federally authorized represent taxpayers before all administrative levels of examination, collection, and appeals with the Internal Revenue Service.
As a member of Wealth Alliance, she focuses on: Audit Representation, Collections Representation, and Business Development.
Joined the Wealth Alliance Team as the Office Manager of the Del Mar location in January of 2015. She also holds the designation of Notary Public.
As a team member at Wealth Alliance, Michael assists with investment modeling and analysis, as well as financial planning for clients.
Debbie has been a Quickbooks certified Pro Advisor since 2003. At Wealth Alliance, Debbie focuses on Payroll and bookkeeping services.
Tax Office Manager
Brenda brings over 20 years of working in a tax office to the Wealth Alliance team.
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