Advisor at Liberty Solutions Advisors
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Firm
Liberty Solutions Advisors
Location
San Diego, CA 92108
Credentials
Series 63, Series 65
Industry experience
28 years
Donald Dalesandro is a financial advisor at Liberty Solutions Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Liberty Solutions Advisors in 2019, he worked at Tate Asset Management and DCO Wealth Management from 2015 to 2019. Liberty Solutions Advisors provides portfolio management and investment advice to individual clients, pension and profit-sharing plans, and business entities. The firm uses a combination of charting, fundamental and technical analysis, and employs a range of strategies from long-term investing to short-term trading, including options, margin, short sales, and access to private placements and alternative investments. Unlike many peers, Liberty Solutions manages accounts directly and offers performance-based compensation alongside traditional fee models.
Based on Liberty Solutions Advisors
Based on Liberty Solutions Advisors
All Assets+: 1.50% annually
20.00% of capital appreciation with high water mark, only for qualified clients, no annual AUM fee for these clients
2801 Camino Del Rio South, Suite 315 4
San Diego, CA 92108
California
Liberty Solutions DVBE Inc. dba Liberty Solutions Advisors
2019 - Present (7 years)
Tate Asset Management and DCO Wealth Management
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Series 65
San Diego, CA
HEDGEWISE
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
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