Mickey Welcher

Role: Pinnacle Private Advisors
Location: San Diego, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Pinnacle Private Advisors
Present

Education

Arizona State University
Bachelor of Science (BS), Business
1984 — 1988

Skills

Retirement Planning
401k
Mutual Funds
Asset Allocation
Asset Management
Financial Modeling
Options
Financial Advisory
Asset Managment
Investment Strategies
Alternative Investments
Securities
Financial Planning
Investment Advisory
Investment Management
Wealth Management
Finance
Strategic Planning
Trading
401(K) Retirement Savings Plans
Etfs
Investments
Erisa

Contact information

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Work email
•••••@pinnacleprivateadvisors.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••56

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Current company

Pinnacle Private Advisors

Financial Services · 2 employees · Founded 2021 · San Diego, California, United States

Pinnacle Private Advisors is a fiduciary wealth management firm based in Southern California. Managing partner, Sonny Rai started this firm with one focus in mind: creating a team that can give comprehensive financial advice from a vantage that other advisors are not able to give. Understanding that affluent and high-net-worth families desire a team approach across their portfolios and outside holdings, Sonny set out to create partnerships with the industry’s leading financial custodians in Charles Schwab, TD Ameritrade, Fidelity, and Pershing-BNY Mellon. This broad offering gives clients something that many other firms do not have, the CHOICE in using financial tools that are based on what is most important to the clients of Pinnacle Private Advisors and not what is most important to the financial institutions.*All Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba Pinnacle Private Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.*

pinnacleprivateadvisors.com

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Experience

Education

Arizona State University

Skills

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