Skip links

Why McKenna

Personal Guidance. Professional Advice. Decades of Experience.

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.

What You'll Get


There are a number of reasons our clients choose McKenna Financial as their financial advisory firm. What’s yours?

Decades of Experience

Consistent Service

Personalized Attention

Strong Team of Professionals

Customized Financial Plan

Effective Long-Term Asset Management

State-of- the-Art Financial Planning Software

Ongoing Reviews

The McKenna Method for Managing Wealth

Our Approach to Growing and Managing Wealth.

1

Establish and Define the Client Relationship

Before we begin the financial planning process, we believe it is crucial to mutually define the scope of the engagement and outline the services we provide. During this meeting, we will go over our transparent compensation structure, discuss your unique needs, and answer any questions you may have.

2

Determine Personal and Financial Goals and Gather Necessary Information

The first step toward achieving your financial goals is clearly defining them. At McKenna Financial, we’ll do a deep-dive into your goals and priorities, both financial and personal. Once the goals have been clearly defined, we can then begin working on what needs to be done to accomplish those goals.

3

Analyze Current Financial Situation

Next, we’ll analyze your current financial situation, investments, and financial strategies to determine whether you’ll be able to reach your goals. What are the strengths and weaknesses of your current strategy? What’s working for you and what isn’t? Equipped with this information, we can move on to the next stage; creating a personalized strategy designed around your goals and means for achieving them.

4

Develop the Financial Planning Recommendation

Having established financial goals, personal investment comfort level, and realistic expectations for the duration of and return on your investment, we create financial plans for getting you where you want to be. We develop customized portfolios based on your unique situation.

5

Present the Financial Planning Recommendation

Before implementation takes effect, we meet to present your financial plan, explain our approach to achieving your goals, and answer any questions you may have. When you’re comfortable moving forward, it’s time to put your plan into effect.

6

Implement the Financial Planning Recommendation

Following your approval on the recommended plan, we will allocate your assets accordingly.

7

Ongoing Review

Shifts in the market, changes in personal lives, and many other variables can affect a financial plan. Get timely recommendations, make necessary adjustments, and stay updated with a regular portfolio review. Ongoing reviews may be semi-annual, annually, or however often an investment plan may call for.
Work With Us
Our Services
Return to top of page