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“Our Purpose is Your Financial Security.

– James McKenna, CFP®, MSBA-FTP

Five Star Wealth Manager Award Winner 2016, 2017, 2018*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.

San Diego's Favorite award 2020

“Our Purpose is Your Financial Security.”

– James McKenna, CFP®, MSBA-FTP

Five Star Wealth Manager Award Winner 2016, 2017, 2018*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.

Personal Planning, Individual Guidance

Let’s create a financial plan designed around your life and goals. The right plan is the one that helps you move toward attaining the life you want for you and for your family.

Meet Our Team

The Heart of Our Business

Relationship Management

One of the founding principles of our firm is creating and maintaining strong, long-term relationships with our clients. This personal touch is what sets our firm apart from others. At McKenna Financial, you’ll be able to make informed decisions alongside an advisor who is actively involved and familiar with your current investments, financial strategies, goals, and priorities.

“We build client relationships based on trust, competent professional advice, continual communication and prompt personal service.”

- Bob McKenna

Financial Services

Explore the range of possibilities through personalized, comprehensive financial planning designed specifically for you. Our dedicated team of professionals at McKenna Financial will guide you every step of the way, helping you make well-informed decisions to secure your financial future.

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Financial Goal Setting
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Investment Planning
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Retirement Planning
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Risk Management
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Estate Planning
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Education Planning
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Cash Flow Management and Income Planning
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Clients Helped
500
Years of Combined Experience
80
The Difference

Experience a partnership built on trust, integrity and understanding.

Book Your Call

Transparency

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.

Active Guidance

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.

Experience

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.

Contact Us

4305 Gesner St. Suite 306
San Diego, CA 92117

619-276-8441
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