Wayne Warner & Associates, RIA is pleased to announce the merger of our firm with Nautica Wealth Advisors, RIA of San Diego.
Michael Lerner and Steven Lerner, of Nautica Wealth Advisors, are seasoned professionals with expertise in life-goals financial planning. Our enhanced team will continue a 40-year tradition of offering client-centered financial planning services focusing on:
• Life-goals focused pre-retirement planning
• Intelligently engineered and actively managed investment plans
• Retirement income distribution strategies
• Wealth protection strategies
We firmly believe that the key determinant to financial success lies in planning. Financial planning is not a product, but a process. Your financial life is dynamic and requires constant attention to ensure that you remain financially healthy.
As your financial advocates, we can help you succeed by organizing your finances, monitoring your progress, and providing experienced guidance throughout each stage of your life.
Our goal is to provide you with proven tools to keep focused and on target for living a life without regrets. We work hard for you, and with you, to make sure you can …
Go confidently in the direction of your dreams. Live the life you have imagined. Thoreau
| Phone : | 760-723-1151 |
| Web : | www.lpl.com/wwa/ |