“We help our clients make sound financial decisions.”
– James McKenna, CFP®
Five Star Wealth Manager Award Winner 2016, 2017, 2018*
“We build client relationships based on trust, competent professional advice, continual communication and prompt personal service.”
– Bob McKenna
What’s your vision for success? Starting there, we can design a personal investment strategy tailored toward achieving your goals while taking appropriate risk.
Inflation, taxes, and a number of influences affect asset growth and preservation. Protect present wealth and maximize future accumulation utilizing a strategic plan.
Personal / Family Trusts
Trusts are for transferring wealth and assets while avoiding unnecessary expenses. Flexible trust management options make distributing assets easy.
Defend property with an asset protection plan. Asset protection planning moves wealth beyond the grasp of courts, creditors, and more.
Michael - Business Owner
Lisa - Professional
years of combined experience
GOALS PLANNED FOR
We’re here to help you plan for your financial success. That means developing and utilizing a transparent wealth strategy you can clearly understand. Know what you’re committing to before moving forward with a simple breakdown of services, goals, and fees.Learn More
Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. We’re always available to answer questions, make changes to a portfolio, and more to grow and preserve wealth.Learn More
Since 1969, McKenna Financial has helped the people of San Diego in pursuit of building wealth, protecting assets and achieving financial goals. The strong personal relationships we build and maintain with our clients are the foundation of our firm.Learn More