Western Financial Corporation

Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California. Western offers a complete range of personalized investment products, services, and advice to sophisticated retail and institutional clients.

Wealth Management

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.