About Western Financial
The Firm
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.
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.
Your Interests First
Expect the highest level of honesty, integrity and transparency
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.
Our History
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.

Three Generations at Western Financial Corporation. Left to right: Steven, Rick & Howard.