Umoja Wealth Management is a financial services firm based in San Diego, dedicated to providing personalized financial solutions for veterans, military families, and civilians. We specialize in life insurance, retirement planning, legacy planning, and wealth-building strategies designed to support financial independence and stability.
Choosing Umoja Wealth Management means working with a team that understands the unique financial challenges and opportunities for veterans and military families. With a deep commitment to financial literacy, we provide tailored guidance and solutions that empower our clients to secure their futures with confidence.
We provide a comprehensive range of solutions that include life insurance, retirement planning, long-term care, education savings plans, and business arrangements. Our goal is to address each stage of your financial journey, from protecting family finances to building a legacy.
Our firm is uniquely focused on the needs of veterans and military families, combining firsthand military experience with financial expertise. We go beyond traditional financial advising by educating and empowering clients, helping them build lasting financial security through strategies specifically tailored to their goals.
We offer a range of financial services, including Indexed Universal Life (IUL), Long-Term Care, Term Insurance with Living Benefits, Final Expense with Concierge Services, TSP/401k/IRA Rollovers & Fixed Indexed Annuities, College Plans, Business Owners Executive Arrangements, and Legacy Planning. Additionally, we provide business opportunities and mentorship programs for clients interested in entrepreneurship.
Umoja Wealth Management adheres to all federal and state regulations governing financial services. As licensed professionals, we comply with industry standards to ensure our clients’ financial planning and investments are handled ethically and responsibly.
Getting started with Umoja Wealth Management is simple and tailored to each client’s needs. After an initial consultation, we work with you to develop a personalized financial plan. The timeline for implementing strategies varies based on your specific goals and the services you choose.
Umoja Wealth Management was founded by Nelle Kigembe, a Licensed Financial Professional and U.S. Navy veteran. With a strong background in financial literacy and leadership development, Nelle is dedicated to empowering individuals in their financial journeys.
Umoja Wealth Management primarily serves clients in the San Diego area, although our experience and services are applicable to veterans, military families, and civilians across the United States.
Umoja Wealth Management was founded by Nelle Kigembe, a Licensed Financial Professional and U.S. Navy veteran. With a strong background in financial literacy and leadership development, Nelle is dedicated to empowering individuals in their financial journeys.