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 Living Benefits, Final Expense policies, and more. We’re here to provide financial solutions that support a seamless transition into civilian life, secure family finances, and create lasting legacies for future generations.

We understand the sacrifices and unique financial challenges that come with military service, and our mission is to be the trusted partner that veterans and their families deserve. At Umoja Wealth Management, we don’t just offer financial products—we advocate for the military community with personalized strategies designed to secure, grow, and protect your hard-earned assets. With our services covering San Diego, we’re committed to building confidence and peace of mind in your financial future. Call us today at (757) 395-7841 to discover how we can support you on your financial journey.