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Focus Investment Advisors - Encinitas, CA

Call Us: (760) 230-1880

 
Professional Management Our Team Approach Understanding Your Goals An Approach Designed For You

Consulting Services


Analyze Current Portfolio, Design Optimal Portfolio, Formalize Investment Policy, Implement Policy, Monitor and Supervision.

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Asset Management Services


Portfolio Management, Private Wealth Management, Structured Product Management

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Welcome to Focus Investment Advisors

Focus Investment Advisors (FIA) was founded in 1994 by partners Andrew Y. Wasa and Henry J Ferry Jr. FIA’s concern is knowing our clients, providing for their welfare and helping them work towards financial success. We provide a high level of service to help clients pursue their investment needs and desires. Our belief is that a long term relationship mindset and education are desirable and most beneficial to the client. We work closely with our clients to establish a high level of understanding while utilizing education and full disclosure.

FIA is a full service investment advisory firm specializing in Taft-Hartley plans, government and civil service/union employee benefits, retirement planning and investment consulting.

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Helpful Content

Bursting the Bubble

Bursting the Bubble

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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Rightsizing for Retirement

What does your home really cost?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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