P.O. Box 2429
16909 Via De Santa Fe, Suite 202
Rancho Santa Fe, CA 92067

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Wealth Advisors Inc.

858.481.4088

 

Team

At Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Kaitlin Kaiser

Marketing, Administrative

858-481-4088

858-356-0143

Kaitlin has provided marketing and advisor support to Wealth Advisors Inc. since 2010. Kaitlin has a Bachelor’s Degree in Economics from Pepperdine University.

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Kenneth Fincher, CHFC®

Chief Compliance Officer, Chartered Financial Consultantâ„¢

858.481.4088 ext.104

Kenny is the Chief Compliance Officer for Wealth Advisors. He specializes in financial and wealth planning for Wealth Advisors Inc. For over 20 years he served numerous management and financial planning roles for American Express. In...

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Paul Drolson, CFP®

Certified Financial Plannerâ„¢

858.481.4088 ext.101

Paul has specialized in both the business and financial world for over 30 years. His Business and Psychology degrees from Hamline University have helped him understand the complex financial services industry. Paul served American...

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Susan Brill

Bookkeeper

858.481.4088 ext.106

858-481-4098

Susan has over 10 years of bookkeeping and business consulting experience. She has experience in various industries including a CPA firm, law, venture capital, and a start-up company for numerous medical professionals. She is a...

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