McNaughton Wealth Management, LLC

Patrick McNaughton is a financial advisor at McNaughton Wealth Management, LLC in San Diego, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. In addition to his advisory role, he is licensed as an insurance agent and engages in insurance planning. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolio management and financial planning, utilizing fundamental analysis and asset-allocation strategies, and maintains an affiliation with DPL Financial Partners to provide access to commission-free insurance products.

Jennifer Matthews is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial services industry. She has worked at McNaughton Wealth Management, LLC since 2019 and previously spent five years at Ameriprise Financial Services, Inc. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolios using fundamental analysis and asset-allocation-driven fixed income management, along with a comprehensive range of financial planning and consulting services.

Jennifer Wilson is a CFP®, ChFC®, and holds a Series 66 license with nine years of industry experience. She has worked at McNaughton Wealth Management, LLC since 2019 and previously spent three years at Ameriprise Financial Inc. and four years at Coastal Transportation. McNaughton Wealth Management provides investment advisory and planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers tailored portfolios using fundamental analysis and asset-allocation-driven fixed income management, along with a broad range of planning and consulting services.