| January 21, 2018

East County – El Cajon

1870 Cordell Ct., Suite 106
El Cajon, CA 92020
(619) 579-7717

North County – Del Mar

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

Your Thinking


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

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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?


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.

Our Team

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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