|
+1 858-535-1702
|
|
|
6310 Greenwich Dr Ste 150, San Diego, CA, 92122
b/t Monarch Ct & Governor Dr
University City
|
|
|
1.9 miUTC Transit Center
2 miWestfield UTC
2.1 miLa Jolla Village and Genesee, San Diego
|
|
Activate map
Specialties
Financial Planning /Asset Management /401k Management
History
Established in 2009.
Sentry Financial Partners is the continuation of the successful wealth management careers of five former Merrill Lynch colleagues: Kelly Newell, Zac Fielder, Jim Finley, John Lohrenz and Rayna Gomes.
Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner — THE CLIENT.
