Broker Check

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


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

Series 7, 66 CA Insurance Lic. #0F01437

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Joe Stella, CFP®, MBA

Wealth Advisor

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

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Shayan Tabrizi, AIF®

Associate Advisor

Series 7, 66 registrations,

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David Buenaventura

Branch Operations Manager

David currently serves as the company’s Branch Operations Manager,...

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Heather TenBroeck

Director of First Impressions

Heather TenBroeck is the Director of First Impressions at Presidio Capital Management. Heather ensures that when you visit the office your experience is friendly and welcoming. Heather takes pride in representing the company with a...

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Cole Curtis

Associate Advisor

Series 7, 66

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Mahreejo Resolme

Client Service Associate

Mahreejo graduated from San Diego State University with a Bachelor of Science degree in Business Administration with a focus in Financial Planning....

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