Symbio Financial Partners

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7777 Fay Ave Ste 315
La Jolla, CA 92037
+1 (858) 551-8770
https://www.symbiofinancialpartners.com

Prospect Wealth Partners, located in La Jolla, CA, is a strategic and proactive financial advisory team that specializes in guiding businesses and executives through major transitions. With over 33 years of industry experience, their senior vice president, Frank Baldwin, leads a dedicated team that provides diligent and intelligent financial services to help clients make the best decisions for their financial future.

Chris Marsh, the managing director, brings a wealth of experience in international wealth management and has a passion for creating solutions for multi-generational families. Together with Brian Donaldson, a senior vice president who has earned several professional designations, they offer expertise in constructing client portfolios and providing comprehensive financial planning services.

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