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Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Triumph Business Capital

Coppell, Texas


Austin, Texas

Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

Evraz North America Inc. Logo
Evraz North America Inc.

Pueblo, Colorado

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

Marshall Wealth Management Group Logo
Marshall Wealth Management Group

Pasadena, California

Fineman CPA Group Logo
Fineman CPA Group

Canton, Massachusetts

COUNTRY Financial

Bloomington, Illinois

S. Abraham & Sons, Inc Logo
S. Abraham & Sons, Inc

Grand Rapids, Michigan




Milwaukee , Wisconsin

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Evolve Financial

Arlington Heights, Illinois

Network for Oregon Affordable Housing (NOAH)

Portland, Oregon

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Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Oregon Tech

Klamath Falls, Oregon

G1 Partners, LLC

Park Ridge, Illinois


Stamford, Connecticut

STAR Financial Bank

Fort Wayne, Indiana

STAR Financial Bank

Fort Wayne, Indiana

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Financial Planner Needed
Koa Wealth Management
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About Koa Wealth Management
Koa Wealth Management is an SEC registered, Fee-Only RIA located in San Diego, CA. The firm was started in 2018 by Michael Souza, a private wealth advisor who previously practiced for 15 years with UBS and Morgan Stanley. We are fast growing firm with a great team culture. We are looking for individuals who are interested in putting the client's of the firm first, collaborating well with their fellow teammates and trying to grow the firm into a powerhouse in the San Diego market.
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