Family owned and operated since 1969, McKenna Financial offers a combination of asset management, financial planning, and risk management. We strongly believe that the best relationships are based on open communication, appropriate advice, and trust. Through personalized and effective long-term wealth management, our strong team of professionals is dedicated to helping clients reach their financial goals.
Our investment process includes establishing and defining the client relationship, determining personal and financial goals, analyzing the current financial situation, developing and implementing financial planning recommendations, and ongoing review. McKenna Financial has helped people across San Diego pursue their financial goals, and we would love to help you pursue yours.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.