16909 Via De Santa Fe,
Rancho Santa Fe,
Our years of experience in planning, protecting and managing individual, family and business finances allows us to provide exceptional client service. Meet the team helping you manage your wealth with clarity, efficiency, and purpose.
Founder, Owner and President, Certified Financial Planner™, CFP®
Paul Drolson founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for nearly 30 years. He currently serves as President and is a Certified Financial Planner™. Paul provides...
Chief Compliance Officer, Chartered Financial Consultant®
858.481.4088 ext. 104
Kenneth Fincher serves as the Chief Compliance Officer of Wealth Advisor, where he ensures compliance with SEC regulations and provides wealth planning consulting. Prior to joining Wealth Advisors, Kenny worked in a number of...
858.481.4088 ext. 105
Timothy Kaiser joined Wealth Advisors, Inc. in 2018 and serves as a Financial Advisor. He specializes in helping clients with investment evaluation and planning and portfolio management. In his role, he helps ensure clients reach their...
Certified Wealth Strategist®
Trevin Epps acts as a Certified Wealth Strategist® for Wealth Advisors and helps create wealth strategies that enable clients to accumulate, preserve and utilize their wealth. Trevin is a Certified Wealth Strategist®...
Kaitlin provides administrative and client service support for Wealth Advisors and has been with the firm since 2010. She ensures that business operations run smoothly by providing support for office management, billing and account...
Our advisors have earned the industry’s most distinguished certifications in order to provide the highest level of professional services based on the leading-industry standards and regulations. These include:
Certified Financial PlannerTM (CFP)®: we utilize the official standards set forth by the CFP® Board of Standards when working with clients and always put their interests first. By abiding by these standards, we provide the highest ethical and professional standards in the industry and apply industry-leading methods for comprehensive financial planning.
Chartered Financial Consultant® (ChFC)®: our advisors are well-equipped to provide the latest and most comprehensive financial advice on a diverse range of financial matters including risk management, retirement, tax, estate, personal financial planning and investment strategies, as well as more specialized needs including divorce, financial planning for special needs and behavioral finance strategies.
Certified Wealth Strategist®: we have the expertise to be as productive and effective as possible by helping clients with in-depth technical wealth management issues that are unique to high-net-worth clients. We have mastered the integration of financial advice with real-world perspectives to create winning strategies.