Koa Wealth Management
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We are excited to share with you that our CEO, Michael Souza was featured on the up-and-coming podcast “In The Know” which highlights San Diego industry leaders, hosted by Nick Dawson from loanDepot.
Over the next 9 weeks we will be sharing small clips of the episode and at the end we will release the full video.
It’s been a while since we posted so let’s first introduce our CEO and share a little on his background.
07/22/2021
As we head into the second half of 2021 and the global economic recovery takes shape, we share our current market thoughts and a framework that outlines how we are navigating an uncertain road ahead for clients. Feel free to reach out if you have questions.
READ MORE HERE: https://koawealth.com/market-commentary-first-half-2021/
03/04/2021
“Many of us don’t know where to begin when it comes to budgeting for college. With all the moving targets and uncertainty around which school your kids will actually end up going to, it’s hard to figure out what your total bill is going to be. What’s not hard though is creating a realistic budget to know which schools you can afford and which schools might be a stretch. In this part 1 of 4 college budgeting blogs we go over factors that are often over looked and tools you can use to determine your 4 year college budget.”
https://koawealth.com/financial-planning-how-to-create-a-baseline-budget-for-your-childs-4-year-college-degree/
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PO Box 231030
Encinitas, CA
92024
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
