Western Financial Corporation

About Western Financial Corporation

<p>Founded in 1976, Western Financial Corporation is a multi-generational SEC-registered investment adviser based in San Diego in Southern California. The firm reports $14.6B in AUM (2026) and works with individuals and families as well as trusts, estates, charitable organizations, small businesses, high-net-worth clients, and retirement plans.</p> <p>For workplace plans, Western Financial Corporation provides both 3(21) co-fiduciary and 3(38) investment manager services. This gives plan sponsors options for support with investment selection and monitoring, whether they want to retain final control or delegate it.</p> <p>On the wealth management side, the firm handles financial consultation, portfolio management, investment solutions, and financial planning. Its investment approach focuses on matching portfolios to a client’s stage of life—accumulation, preservation, or income distribution—with long-term asset allocation and diversification, plus portfolio risk management and tax minimization strategies.</p> <p>One differentiator is the firm’s long operating history serving multiple generations, paired with fiduciary advice and a network of referrals to estate attorneys, CPAs, and insurance agents when needed.</p> <ul> <li>SEC-registered investment adviser headquartered in the San Diego metro</li> <li>3(21) and 3(38) fiduciary services for retirement plans</li> <li>Financial planning and major life-event planning</li> <li>Portfolio construction, monitoring, and risk management</li> <li>Tax minimization strategies and coordination with outside professionals</li> </ul>

Website: https://westfincorp.com/