clientcare@wealthalli.com | March 29, 2024

East County – El Cajon

1870 Cordell Ct #106
El Cajon, CA 92020
Tel: (619) 579-7717

North County – Del Mar

12526 High Bluff Drive, Suite 300
San Diego, CA 92130
Tel: (858) 793-0513

Your Thinking

SHIFT

We provide a way to shift your thinking from how to manage money to how to live your life.

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Investment

Guidance

We provide personalized investment guidance
tailored to each of our clients' unique goals.

Our Services
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Friendly Assistance

Our clients appreciate our friendly, personal help
with every area of their financial affairs.

Our Services
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About Us

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.

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Check the background of Wealth Alliance on FINRA’s Broker Check

Why Choose Us?

Experienced

We bring a combined 30 years of experience providing expert financial advice.

Innovative

Our team has developed proprietary financial planning software.

Professional

Clients enjoy superior service from our qualified professionals.

Our Team

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Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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If you would like to check the background of Wealth Alliance on FINRA’s Broker Check please click here: firna_logo
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