Umoja Wealth Management
Guiding Veterans and Visionaries Toward Financial Freedom
Welcome to Umoja Wealth Management
At Umoja Wealth Management, we are dedicated to empowering veterans, military families, and civilians with personalized financial strategies. From insurance protection to retirement and legacy planning, our goal is to help you build a secure future and achieve lasting financial independence. Explore how we can support your journey toward stability, growth, and peace of mind.
Financial Security for San Diego’s Military Community
At Umoja Wealth Management, we proudly serve veterans, active-duty service members, and their families in San Diego, guiding them on a path toward financial independence and security. Located in the heart of this vibrant military community, we specialize in life insurance and wealth management solutions uniquely tailored to the needs of veterans. Our range of services includes Indexed Universal Life (IUL), Long-Term Care, Term Insurance with... Read more
Guiding Your Path to Financial Independence
We know that financial stability and security can profoundly enhance the lives of our clients and their families. Our mission is to provide veterans, military families, and civilians transitioning to new careers with a personalized approach to financial planning, helping them achieve peace of mind and a stable future. By offering tailored solutions like life insurance, long-term care, and legacy planning, we empower clients to protect their ... Read more
Transforming Lives Through Literacy and Empowerment
Umoja Wealth Management was founded from a desire to make a meaningful difference in the lives of veterans and military families. After serving 22 years in the U.S. Navy, our founder experienced the challenges that come with transitioning from military life to the civilian world and saw firsthand the financial gaps that many veterans face. This experience shaped our mission to empower veterans by providing them with the financial tools, know... Read more
Tailored Financial Solutions for Your Secure Future
Personalized Insurance Protection
Protecting what matters most is the foundation of financial security. Umoja Wealth Management offers tailored insurance solutions, including life and long-term care, to ensure you and your loved ones are safeguarded against life’s uncertainties. Let us help secure the future you've worked hard to build.
Retirement & Legacy Planning
A stable retirement and lasting legacy shouldn’t require compromise. Our retirement strategies, from TSP rollovers to legacy planning, help clients enjoy financial freedom while preserving wealth for future generations. We work with you to protect your future and create a legacy that reflects your values.
Business & Entrepreneurial Growth
We empower veterans and professionals to achieve financial independence through entrepreneurship. With business arrangements and mentorship, Umoja Wealth Management guides you in structuring a future aligned with your goals and values. Build the life you envision with our support.
Discover a comprehensive range of financial services tailored to secure your future and support your financial goals. At Umoja Wealth Management, we provide specialized solutions for veterans, military families, and civilians, including insurance protection, retirement planning, and legacy building.
Ready to take the next step toward a secure financial future? Connect with Umoja Wealth Management for personalized guidance and support. Whether you’re looking for insurance protection, retirement planning, or legacy building, our team is here to understand your unique needs and help you achieve financial stability.