Noble Wealth Management

Native San Diegans, John and Kevin grew up less than ten miles apart. The two met through mutual friends circa 2000 in Manhattan Beach, California as their careers in finance were just getting started. Over the next twenty-plus years, John collaborated with some of the world’s largest institutional investors, leading quantitative researchers and noted academics. His primary function was to make their insights and resulting strategies more actionable for wealth managers and their clients. During the same stretch, Kevin went on to lead a multi-billion-dollar team of account managers at two of the world’s largest asset management firms.

Elevate Financial & Insurance Services, LLC was formed after we gained multiple years of collective experience working in a larger, national firm, where we felt that individual client needs were not always being heard. We don’t believe in a “one size fits all” approach – we left knowing there was a better way to conduct business. We were driven to build a firm with robust financial planning capabilities providing more options for our clients so they could experience more flexibility and customization. The desire to do the right thing for people compels us to be our best for our clients. We built our firm on the values of accountability, integrity, hard work, dependability, appreciation, and gratitude.