Broker Check

San Diego Office

600 West Broadway

Suite 2625
San Diego, CA 92101

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Advisors

Erick von Berge

Erick von Berge

Founder - Managing Director

(619) 343-3212

(619) 343-3327

Erick Conway

Erick S. Conway, CFP®

Wealth Advisor

(619) 343-2913

(619) 343-3327

Support Team

Donna Cooper

Donna L. Cooper

Chief Compliance Officer, Laurel Wealth Advisors & Outsourced Compliance Specialist

Brian Lavoie

Brian M. Lavoie

Director Of Operations

Dylan Porto

Dylan Porto

Operations Specialist

Strategic Partners

Lee Tripodi

Lee A. Tripodi

Managing Principal & Co-Founder, Laurel Wealth Advisors, Inc.

Mark Welsh

Mark D. Welsh

Managing Principal & Co-Founder, Laurel Wealth Advisors, Inc.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us