Del Mar Wealth Management Inc

Sapphira Santibanez is a financial advisor at Del Mar Wealth Management Inc with a Series 65 designation and six years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as work outside the financial sector at Carlsbad By The Sea Resort and Guild Mortgage Company. Del Mar Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $147.5 million across about 74 client relationships, utilizing fundamental analysis and Modern Portfolio Theory to tailor portfolios that include equities, corporate bonds, mutual funds, ETFs, and less liquid investments such as deed trusts and promissory notes.

David Jackson is a financial advisor with Del Mar Wealth Management Inc in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner and principal of Jackson Wealth Management Group, Inc., a registered investment advisor since 2005, and has been a licensed insurance agent in California since 2003. Del Mar Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $147.5 million across 74 client relationships. The firm employs fundamental analysis and Modern Portfolio Theory to tailor portfolios, using a mix of equities, corporate bonds, mutual funds, ETFs, and less liquid investments, with ongoing monitoring and rebalancing.