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Koa Wealth Management

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Financial Planner Needed
Koa Wealth Management
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About Koa Wealth Management
Koa Wealth Management is an SEC registered, Fee-Only RIA located in San Diego, CA. The firm was started in 2018 by Michael Souza, a private wealth advisor who previously practiced for 15 years with UBS and Morgan Stanley. We are fast growing firm with a great team culture. We are looking for individuals who are interested in putting the client's of the firm first, collaborating well with their fellow teammates and trying to grow the firm into a powerhouse in the San Diego market.
Connections working at Koa Wealth Management
https://careers.icba.org/jobs/16055953/financial-planner-needed
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