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12626 High Bluff Drive, Suite 440
San Diego, CA 92130
P. (858) 461-4959

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Cash Flow Planning
  • Retirement Decisions
  • Asset Allocation Principles and Strategies
  • Retirement Investing and Distribution Strategies
  • Estate Planning Issues
  • Risk Management
  • Roth IRA Conversion Planning

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Dustin TenBroeck, CFP®

Managing Director

858.461.4959

858.461.5958

Dustin@presidiocm.com

Wealth Advisor Series 7, 66 CA Insurance Lic. #0F01437

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Joe Stella, CFP®, MBA

Wealth Advisor

858.461.4959

858.461.4958

Joe@presidiocm.com

Series 7, 63, and 65 License CA Insurance Lic. # 0L06881

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Ashley Cornes

Branch Operations Manager

858.461.4959

858.461.4958

Ashley@presidiocm.com

Ashley Cornes is the Branch Operations Manager at Presidio Capital Management, where she has worked for over 2 years. Prior to joining Presidio, she worked in retail banking for 7 years, where she specialized in customer service,...

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Heather TenBroeck

Administrative Associate

8584614959

8584614958

heather@presidiocm.com

Matthew Vallebo

Client Service Associate

Shawn Tabrizi

Client Service Associate

8584614959

8584614958

stabrizi@presidiocm.com

Summer Internship Program

Interested in spending your summer with us? You will get the opportunity to work alongside an eager team of advisors, and gain insight on what it is like to work for a successful financial planning firm.

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