Business Details
Your Trusted Financial Advisors in San Diego
At Sexton Advisory Group, we are dedicated to meeting the unique financial needs of our clients through comprehensive wealth management, tax planning, retirement planning, and estate strategies. Founded by Steve Sexton, a seasoned financial professional with over 17 years of experience in developing personalized financial solutions, our firm combines deep industry expertise with a client-centric approach. Our team includes certified financial planners, tax specialists, and logistical experts who collaborate to deliver institutional-grade investment management and customized case design. Recognized by major media outlets like CNN, USA Today, and The Wall Street Journal, we prioritize transparency, ethical practices, and proactive financial guidance.Our mission is to serve as a trusted personal CFO for clients in San Diego, Riverside, and nationwide, helping them navigate complex financial landscapes with confidence. By leveraging advanced tools and strategic partnerships, such as Kinetic Investment Management, we focus on tax efficiency, asset preservation, and long-term financial stability. Our holistic approach ensures clients receive tailored advice for every stage of retirement and estate planning, supported by a commitment to ongoing education and community engagement.
Services
Wealth Management
Tax Planning
Retirement Planning
Estate Planning
Estate Transitioning Planning
Highlights and features
- We offer 17 years of experience in personalized financial planning and wealth management.
- Our team includes Certified Financial Planners and Enrolled Agents with advanced credentials.
- We partner with Kinetic Investment Management for institutional-grade portfolio solutions.
- Recognized by CNN, USA Today, and The Wall Street Journal for financial expertise.
- We provide holistic retirement planning with a focus on tax efficiency and asset preservation.
Services
Wealth Management
Wealth Management at Sexton Advisory Group integrates advanced portfolio strategies with personalized financial goals. Our partnership with Kinetic Investment Management provides access to institutional-grade solutions in traditional and alternative investments. By analyzing market trends and client objectives, we design diversified portfolios to optimize returns while managing risk, ensuring long-term financial growth and stability.
Tax Planning
Our Tax Planning services focus on minimizing liabilities through compliance and strategic analysis. Utilizing advanced software and a network of tax professionals, we offer forecasting, filing, and deduction optimization. The goal is to enhance after-tax returns by identifying legal strategies for income, estate, and investment tax efficiency, tailored to each client's unique circumstances.
Retirement Planning
Retirement Planning addresses both accumulation and distribution phases. We develop customized strategies for asset allocation, income generation, and longevity risk management. Our dynamic approach adapts to changing life stages, ensuring clients maintain financial independence throughout retirement while addressing inflation and healthcare costs.
Estate Planning
Estate Planning ensures wealth preservation through wills, trusts, and succession strategies. We help clients navigate complex legal frameworks to protect assets and facilitate smooth intergenerational transfers. By addressing tax implications and beneficiary designations, we create plans that align with personal wishes and family needs.
Estate Transitioning Planning
Estate Transitioning Planning focuses on transferring family assets and businesses across generations. We design actionable plans for real estate, personal property, and business holdings, emphasizing clarity and legal compliance. This service helps families proactively manage transitions, reducing conflicts and preserving wealth for future beneficiaries.
People
Steve Sexton
Founder
Steve Sexton, founder of Sexton Advisory Group, holds a degree in Management Sciences from Pepperdine University. With 17 years of experience in financial advising and media recognition from CNN and The Wall Street Journal, he specializes in retirement and estate planning. Steve is also a host of 'Saving with Steve' and supports charitable causes.
James Jurica
Senior Financial Planner
James Jurica is a Certified Financial Planner and Chartered Financial Consultant with expertise in investment and risk management. He holds multiple advanced certifications, including Chartered Life Underwriter and Retirement Income Certified Professional, and focuses on long-term client financial security.
Karen Martindale
Senior Tax Accountant
Karen Martindale, an Enrolled Agent with an MBA in Business Management, specializes in advanced tax planning and audit defense. With 22 years of experience, she provides strategic tax reduction solutions and leverages her Tax Law expertise to optimize client financial outcomes.
Alec Nadelle
Logistical Support
Alec Nadelle coordinates tax, retirement, and estate analysis logistics, supporting subject matter experts in case design. He ensures seamless integration of financial strategies, including Social Security maximization and investment planning, to deliver comprehensive client solutions.
Leslie Husarenko
Asset Transfer Specialist
Leslie Husarenko brings 28 years of experience in financial operations and client relationship management. A registered agent for life and annuity products, she specializes in onboarding high-net-worth clients and institutional retirement plans, combining technical expertise with personalized service.
Questions
What services does Sexton Advisory Group offer?
We provide wealth management, tax planning, retirement planning, estate planning, and estate transitioning services tailored to individual client needs.
How can I schedule a consultation?
Book a free 1-hour consultation through our website to discuss your financial goals and create a personalized plan.
Do you serve clients outside San Diego?
Yes, we serve clients nationwide, with a focus on San Diego and Riverside counties.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Enrolled Agents, and specialists with advanced certifications in tax and retirement planning.
How do you approach tax planning?
We use advanced software and a network of tax professionals to minimize liabilities through strategic forecasting, deductions, and compliance.
What is estate transitioning planning?
Estate transitioning planning prepares families to transfer assets smoothly across generations, addressing legal, tax, and family dynamics.
