Welcome, we're FSI Wealth Management, a financial organization in San Diego, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We are fiduciaries and can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Wealth Manager & Partner
Darrin Santos is the Wealth Manager and Co-founder of FSI Wealth Management, Inc. His practice focuses on building personal relationships with clients and providing long-term financial planning and advice. As a CERTIFIED FINANCIAL PLANNER™ professional, Darrin brings over a decade of experience to help clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice.
Darrin's passion for finance and economics started in college, where he was drawn to classes that emphasized the importance of applying financial affairs to real-world situations. He has since developed expertise in investments, portfolio management, tax strategies, estate planning, and insurance strategies for families and individuals.
Darrin earned his CERTIFIED FINANCIAL PLANNER™ professional designation after passing the most challenging exam in the Investment Advisor Professional's designation options. The course curriculum covers eight subjects in depth, including Professional Conduct & Regulations, Fundamental Financial Planning, Tax Planning, Risk Management & Insurance Planning, Estate Planning, Investment Planning, Retirement Savings & Income Planning, and Psychology of Financial Planning.
In his personal life, Darrin enjoys various outdoor activities, including Jeeping, camping, tuna fishing, and USPSA competition matches. He has been happily married to his wife, Mary Ann, for almost 30 years, and they have two daughters and one son. The Santos family also has two twin huskies named Shilo and Levi.
Darrin's philosophy of asking the right questions and actively listening to his client's answers is a crucial aspect of his approach as a financial professional. He believes that by doing so, he can better understand his client's needs, concerns, and goals and can then develop customized strategies that are both realistic and practical. He also emphasizes the importance of measuring progress, which allows clients to see the tangible results of their investment decisions. Ultimately, Darrin's goal is to build long-term relationships with his clients based on trust, transparency, and a shared commitment to achieving financial success.
Director of Client Services
As the Director of Client Services, Maggie works closely with Paul and Darrin to ensure that client satisfaction is maintained through ongoing client interaction and general support. She helps to manage client accounts, process transactions, and resolve any issues that may arise.
Maggie joined the FSI Wealth Management team in October 2019, bringing a wealth of knowledge and experience with over 11 years in the financial services industry.
Maggie is a San Diego native with a husband and young son. In her free time, she enjoys exploring the many outdoor adventures of San Diego from the beaches to the mountains, reading a good book, and playing games with her family.