Western Financial Corporation
Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment advisor and broker/dealer headquartered in San Diego, California. Western offers a complete range of personalized investment products, services, and advice to sophisticated retail and institutional clients.
Western manages various equity and fixed income portfolios and customizes each account according to the specific financial goals and risk tolerances of each individual client. Western’s wealth management services also include portfolio risk analysis and financial advice for lifetime events such as college education and retirement, as well as estate planning.
Throughout its history Western has been involved in numerous equity and debt capital raises, merger and acquisition transactions, trading and strategic advisement and has developed a specialization in small, community-based financial institutions. Today, Western continues to provide those services and remains very active in that sector.