Company Profile
Premier Wealth Advisors
Company Overview
Located in San Diego, California, Premier Wealth always sees the bright side, and our job is to bring that light back to you. Many of our clients come to us feeling anxious or overwhelmed with their finances and long-term planning, and our greatest joy is being able to quell those fears for you. We recognize that you may encounter challenges along the way, so we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven future.
Over the years, we have found that a team approach can effectively help clients who have various needs as they maneuver through a complex world. That is why we choose to use teamwork to its fullest potential, offering you the thoughts and opinions from several sources. Since no one strategy fits everyone, you need to get advice from professionals with diverse backgrounds, education, and experience. This way, you receive undivided attention—from planning to execution to follow-up.
Company History
At Premier Wealth, we believe that experience is the best educator. Our advisors are experienced professionals with an array of backgrounds in financial education. But the advice they offer goes beyond what the textbooks taught them.
At first glance Premier Wealth looks like a typical financial planning firm, yet it is anything but that. From the moment our three principals met, in a shared office space where they each ran independent practices, things were different. Their friendship was built on the collaborative environment they unwittingly created by bouncing ideas and issues off each other. Everything started when the seeds of open communication and transparency were sown.
All three went in different directions for a time, but maintained their friendship, often seeing each other at industry conferences, and going to dinners and on camping trips with their families. It was during these interactions that the topic of creating their own firm often came up. When they had finally decided to make it happen, and had put most everything into place, Ari was diagnosed with Lymphoma. Joe took over much of Ari’s responsibilities, and together he and Josh supported Ari and his family through two long and hard years.
This experience solidified not only how well the three advisors worked together, but how much of a family they had become. With Ari healthy and all things in place Premier Wealth Advisors was born in 2016.
Benefits
- Competitive salary and benefits package, including health insurance and retirement plans.
- Opportunities for professional growth and development through training and certification programs.
- Flexible work schedule with a supportive team-oriented environment.