Salient Wealth Planning

In our fast-paced world, individuals can be inundated with financial information on a daily basis and are often not sure who to turn to for sound advice. At Salient Wealth Planning, we focus on filtering out the noise to help bring clarity and simplicity to the key actions needed to help our clients manage their finances. We work closely with you to understand your goals and unique needs to then provide holistic financial planning and investment management strategies.


Advisors

Philip E Smith, Private Wealth Advisor serving the San Diego, CA area - Ameriprise Advisors

Philip E Smith

CFP®, ChFC®, MSFS, RICP®

Private Wealth Advisor

Managing Director of Salient Wealth Planning
Visit Philip E Smith's website
Allison Wooton, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Allison Wooton

CRPC®, RICP®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Allison Wooton's website
Shane Kochon, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Shane Kochon

MSFS, CRPC®, CAP®, AIF®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Shane Kochon's website
Richard Vertucci, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Richard Vertucci

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Richard Vertucci's website
Jonathan Stahley, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Jonathan Stahley

MBA

Financial Advisor

Visit Jonathan Stahley's website

Team

Liz Castle

Liz Castle

Client Service Coordinator

Quinton Libsack

Quinton Libsack

Financial Planning Assistant