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Pathways to Success: Wealth With Options

Advisor Snapshot

Advisors: Ryan Goldenhar, CFA^®, CFP^® and Jackie Lewis, CFP^®, MBA
Current Location: San Diego, CA
Founded: 2022

Number of Associates: 2 advisors
Affiliated with Mariner: 2022

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What Mariner does differently, which I think really helps my clients, is to provide a vast array of expertise that I can bring to them, which I wouldn’t be able to do on my own.

Jackie Lewis, CFP^®, MBA
Co-Founder, Wealth With Options
Mariner Independent

The advisors’ personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.

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