About Western Financial
Western Financial Corporation (“Western”) is a multi-generational SEC registered investment adviser headquartered in San Diego, California. Western provides a wide array of wealth management services including Portfolio Management, Financial Planning and Retirement Plan Services.
Providing Investment Advice for Generations.
You’ve worked too hard for too long to not enjoy time with your grandchildren. Common fears you might have can be retiring broke, not being able to pass on anything to the ones you love, or even feeling like you’re not being ready for retirement. That’s where Western comes in.
Over its history, Western has worked with up to three and four generations of families seeking financial advice. Over the last 45 years, Western has provided wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, small businesses and high net worth individuals.
Fiduciary Financial Adviser
Everything that we do for our clients is based upon fiduciary standard principles, ensuring that we always put our clients’ interests before our own. We provide our clients with the best advice and the highest level of honesty, integrity, and transparency.
That’s how we make sure that our clients aren’t being lied too, have one-on-one interaction, know exactly how their money is being invested and know exactly when they’re ready to retire.
Western was originally formed in the State of California in 1971, under the name JB Financial, Inc. The name was changed to Western Financial Corporation in 1974 and was acquired by Howard B. Levenson in 1976.
Subsequently, Richard S. Levenson purchased the firm in 2008. Western continuously maintained registration as a FINRA registered broker-dealer from 1971 to July 2020.
In 2017, the firm became a registered investment adviser. That year, Steven M. Levenson joined the firm becoming the third generation to provide financial advice to Western’s clients.
Three Generations of Investment Advisers at Western Financial Corporation. Left to right: Steven, Rick & Howard.