Estate Management Group

Quality people, quality service. We care. We care about you, what is important to you and our relationship with you. At WheelerFrost we are an experienced team working with you to help secure your financial future. We are a privately owned, San Diego based wealth manager. As a fee-only wealth manager, we help you preserve and grow your wealth based on your needs now and your objectives for your future. We have been helping successful people achieve their dreams since 1982. Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter ( CLU ), a Chartered Financial Consultant ( ChFC ), and a Certified Financial Planner ( CFP ). He graduated from the University of Arizona with a B.S. in Finance. Pete has been listed as one of the top advisors in the country by both Worth and Bloomberg Wealth Manager magazines. He is a recognized expert in the industry and has been featured on numerous television and radio programs and in a variety of financial journals. Pete has authored several books, is a member of the advisory board for San Diego State University's Sports Management MBA program, and is retired a Commander from the US Naval Reserve. Pete is originally from New Brunswick, Canada. He and his wife, Mary, live in Point Loma and they have five children and two grandchildren. He enjoys rough-water swimming, wood-working, and classic boat restoration. Ken is a Chartered Financial Analyst ( CFA ) and a member of the Financial Analysts Society of San Diego. Ken graduated, cum laude, from Oregon State University with a B.S. in Psychology, and completed his MBA at OSU. Ken is a member of the Financial Analysts Society of San Diego. He is frequently utilized as a resource for national publications and media. Ken regularly speaks to professional advisors on the state of the economy and other financial issues. Ken is orginally from Cottonwood, Idaho. He and his wife, Linda, live in Scripps Ranch with their two children. He enjoys golfing and skiing. Mary graduated, cum laude, from the University of Arizona with a B.S. in Public Administration and is a member of the national business honor society, Beta Gamma Sigma. Mary is originally from New York City. She and her husband, Pete, live in Point Loma and they have five children and two grandchildren. She enjoys horseback riding and traveling.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy