Broker Check

Windus Fernandez Brinkkord

Senior Vice President of Investments

Gary Sussman

Wealth Advisor/ Investments Advisor Representative

12526 High Bluff Dr
Suite 150
San Diego, CA 92130

Get Office Directions

(858) 755-6696 x 3201

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Our Service

We specialize in helping executives, professionals, and high net worth investors build their wealth and prepare for a comfortable retirement. We take a prudent approach to investing because protecting your wealth in challenging markets is critical to ensuring your long-term financial stability.

Whether you prefer conservative or aggressive investment strategies, we can help you explore your options and offer comprehensive advice, products and strategies designed to meet your financial goals.

All of our services begin with a complete financial review that helps us get to know you, your family, your needs, goals, values and many other important aspects of your complete financial picture. We treat each of our clients as an individual and build completely custom strategies that are designed to take you where you want to go in life.

We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products