Home 5 Success Stories 5 Pathways to Success: Wealth With Options

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

{

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.

More Success Stories

Pathways to Success: Rolling Hills Advisors

Success Stories

Rolling Hills Advisors Partners Christian Hutchins and Jesse Brown share how Mariner supports their firm, the resources they receive, and how Mariner’s innovative approach has helped scale their business.

Join the Mariner Momentum

At Mariner, behind every advisor is access to a team of advisors — whether you want to join our team as an advisor or maintain your independence. Fill out the form below and our advisor talent team will be in touch soon.