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SEXTON ADVISORY GROUP
The Sexton Advisory Group are financial advisors offering wealth management, tax planning, retirement planning, estate planning, and Estate Transitioning Planning to San Diego and clients nationwide!
Steve Sexton earned his degree in Management Sciences from Pepperdine University. He spent eight years developing businesses for investors overseas until 1994. Upon returning to the U.S., he began his career in the insurance and financial industry with the Automobile Club of Southern California. For the past seventeen years, Steve has developed his own financial advice business.
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YOUR PERSONAL CFO
Sexton Advisory Group is an ensemble retirement practice company serving San Diego and Riverside counties. Our mission is to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of retirement planning, and using insurance and investment products to address their needs. We assist our clients by helping to provide clarity in a world of increasing complexity by serving as our client’s “personal CFO."
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